STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
Firm details
- Headquarters
- FAIRFIELD, New Jersey
- CRD number
- 128199
- Registered since
- May 2, 2008
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.2%
- Individuals15.06%
- Pension & Profit Sharing Plans4.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Family Wealth Counselors, L.L.C. is an independent registered investment adviser, organized as an LLC and operating since 2008. The firm serves both individual and family clients as well as institutional relationships, providing financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees. The firm identifies as a capital allocator and is not an active ESG investor. It operates as a single‑state adviser rather than a multi‑state platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Cash & Cash Equivalents12%
- Exchange Traded Equities10%
- US Government Bonds8%
- State & Local Bonds8%
Owners & executives
1 of 1JOSEPH SLUCK
Chief Operating OfficerCRD 2161084
Contacts
3 of 5Lauren Dwyer
Investment Adviser RepresentativeCRD 7824692
MICHAEL DWYER
OwnerCRD 6490720
MICHAEL DWYER
Managing MemberCRD 1042316
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 125Active vs passive
$368M in ETFs
71%
$262M
25%
$105M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $15.4M | 527,127 | 4.18% |
Location
FAIRFIELD, NJ
ESSEX
Location
FAIRFIELD, NJ
Headquartered in FAIRFIELD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 100 Passaic Ave
- Time zone
- ET (UTC-5)
- Office locations
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