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STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
CRD 128199 · SEC 801-69126
100 PASSAIC AVENUE, FAIRFIELD, NJ, 07004, United States
Phone
973-575-3444
Fax
973-575-5590
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.66B
Discretionary AUM
$1.26B
Team
14 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersBILL PAY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 150 | $250.0M |
| High net worth individuals | 150 | $1.33B |
| Pension/profit sharing plans | 12 | $78.6M |
States served
CA, DC, MA, NJ, NY, NC, PA, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD