STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.
Adviser information for STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,000 | $1.0B |
| Non-Discretionary | 1,250 | $149.0M |
| Total | 3,250 | $1.2B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 150 | $215.6M |
| HNW Individuals | 150 | $906.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $58.5M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)BILL PAY SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
100 PASSAIC AVENUEFAIRFIELD
NJ
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 973-575-3444, Fax: 973-575-5590
Chief Compliance Officer
JOSEPH SLUCK
100 PASSAIC AVENUE
FAIRFIELD
NJ
United States
Tel:
973-575-3444
Fax:
973-575-5590
J**@************************M
(Full email address available in API data)
Regulatory Contact
MICHAEL T. DWYER III
MANAGING MEMBER
100 PASSAIC AVENUE
FAIRFIELD
NJ
United States
Tel:
973-575-3444
Fax:
973-575-5590
M**@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DWYER, MICHAEL, TIMOTHY | Individual | – | MANAGING MEMBER | 04/1998 | > 75% |
| SLUCK, JOSEPH, LAWRENCE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2021 | < 5% |
| MICHAEL T. DWYER, III 2021 FAMILY TRUST | Domestic Entity | – | MEMBER | 01/2022 | > 75% |
| DWYER, CHRISTINE, T | Individual | – | TRUSTEE OF MICHAEL T. DWYER, III 2021 FAMILY TRUST | 10/2021 | < 5% |
| DWYER, MICHAEL, TIMOTHY | Individual | – | TRUSTEE OF MICHAEL T. DWYER, III 2021 FAMILY TRUST | 10/2021 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 488K | 3K | – |
| ALPHABET INC | CAP STK CL C | 208K | 1K | – |
| AMAZON COM INC | COM | 1M | 5K | – |
| AMGEN INC | COM | 328K | 1K | – |
| APPLE INC | COM | 6M | 27K | – |
| ARK ETF TR | INNOVATION ETF | 5M | 123K | – |
| AT&T INC | COM | 329K | 17K | – |
| BANK AMERICA CORP | COM | 219K | 5K | – |
| BLACKSTONE MTG TR INC | COM CL A | 309K | 18K | – |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 274K | 8K | – |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 290K | 10K | – |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 9M | 271K | – |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 597K | 23K | – |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 2M | 102K | – |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION | 448K | 18K | – |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 562K | 21K | – |
| CISCO SYS INC | COM | 210K | 4K | – |
| CLOVER HEALTH INVESTMENTS CO | COM CL A | 15K | 12K | – |
| COLGATE PALMOLIVE CO | COM | 455K | 5K | – |
| COSTCO WHSL CORP NEW | COM | 477K | 561 | – |
| DISNEY WALT CO | COM | 790K | 8K | – |
| ETF SER SOLUTIONS | DEFIANCE NEXT | 453K | 11K | – |
| EXCHANGE TRADED CONCEPTS TRU | BITWISE CRYPTO | 1M | 78K | – |
| EXXON MOBIL CORP | COM | 394K | 3K | – |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 601K | 11K | – |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 555K | 13K | – |
| FIRST TR VALUE LINE DIVID IN | SHS | 6M | 148K | – |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 230K | 2K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 270K | 8K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 2M | 17K | – |
| HERSHEY CO | COM | 281K | 2K | – |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 6M | 91K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 4M | 201K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 1M | 59K | – |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 302K | 3K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 7M | 46K | – |
| INVESCO QQQ TR | UNIT SER 1 | 3M | 6K | – |
| ISHARES TR | AGGRES ALLOC ETF | 286K | 4K | – |
| ISHARES TR | CORE HIGH DV ETF | 3M | 30K | – |
| ISHARES TR | CORE S&P500 ETF | 378K | 691 | – |
| ISHARES TR | GRWT ALLOCAT ETF | 3M | 54K | – |
| ISHARES TR | MSCI ACWI ETF | 1M | 9K | – |
| ISHARES TR | MSCI USA MIN VOL | 2M | 25K | – |
| ISHARES TR | NATIONAL MUN ETF | 585K | 5K | – |
| ISHARES TR | RUS 1000 GRW ETF | 5M | 14K | – |
| ISHARES TR | RUS 1000 VAL ETF | 281K | 2K | – |
| ISHARES TR | RUS MDCP VAL ETF | 948K | 8K | – |
| ISHARES TR | RUS MID CAP ETF | 1M | 15K | – |
| ISHARES TR | RUSSELL 3000 ETF | 825K | 3K | – |
| ISHARES TR | S&P 500 GRWT ETF | 437K | 5K | – |
| ISHARES TR | S&P 500 VAL ETF | 353K | 2K | – |
| ISHARES TR | SELECT DIVID ETF | 297K | 2K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 481K | 8K | – |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4M | 74K | – |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 3M | 61K | – |
| JOHNSON & JOHNSON | COM | 429K | 3K | – |
| JPMORGAN CHASE & CO. | COM | 729K | 4K | – |
| MARATHON OIL CORP | COM | 296K | 10K | – |
| MARATHON PETE CORP | COM | 2M | 10K | – |
| MERCK & CO INC | COM | 262K | 2K | – |
| META PLATFORMS INC | CL A | 714K | 1K | – |
| MICROSOFT CORP | COM | 3M | 8K | – |
| NVIDIA CORPORATION | COM | 4M | 30K | – |
| PACER FDS TR | US CASH COWS 100 | 4M | 66K | – |
| PAYCHEX INC | COM | 239K | 2K | – |
| PEPSICO INC | COM | 208K | 1K | – |
| PFIZER INC | COM | 5M | 175K | – |
| PNC FINL SVCS GROUP INC | COM | 2M | 10K | – |
| PROCTER AND GAMBLE CO | COM | 212K | 1K | – |
| REAVES UTIL INCOME FD | COM SH BEN INT | 713K | 26K | – |
| RELIANCE INC | COM | 741K | 3K | – |
| ROBLOX CORP | CL A | 19M | 501K | – |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2M | 45K | – |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 609K | 17K | – |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 5M | 84K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 11M | 145K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 13M | 125K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 263K | 4K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 10M | 149K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 9M | 111K | – |
| SCHWAB STRATEGIC TR | US REIT ETF | 206K | 10K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 8M | 174K | – |
| SELECT SECTOR SPDR TR | ENERGY | 235K | 3K | – |
| SELECT SECTOR SPDR TR | FINANCIAL | 394K | 10K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 365K | 2K | – |
| SIRIUS XM HOLDINGS INC | COM | 62K | 22K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 338K | 863 | – |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 312K | 8K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 9M | 16K | – |
| SPDR SER TR | NUVEEN BLMBRG SH | 1M | 29K | – |
| SPDR SER TR | S&P DIVID ETF | 7M | 56K | – |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 830K | 21K | – |
| SYSCO CORP | COM | 336K | 5K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 391K | 2K | – |
| TARGET CORP | COM | 306K | 2K | – |
| TESLA INC | COM | 259K | 1K | – |
| TEXAS INSTRS INC | COM | 303K | 2K | – |
| TIDAL ETF TR | SP DWJNS SUKUK | 772K | 44K | – |
| TWILIO INC | CL A | 1M | 21K | – |
| UBER TECHNOLOGIES INC | COM | 9M | 124K | – |
| UNION PAC CORP | COM | 530K | 2K | – |
| UNITEDHEALTH GROUP INC | COM | 565K | 1K | – |
| US BANCORP DEL | COM NEW | 204K | 5K | – |
| VALLEY NATL BANCORP | COM | 181K | 26K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 268K | 2K | – |
| VANGUARD INDEX FDS | GROWTH ETF | 2M | 6K | – |
| VANGUARD INDEX FDS | MID CAP ETF | 3M | 11K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 2M | 4K | – |
| VANGUARD INDEX FDS | SMALL CP ETF | 2M | 10K | – |
| VANGUARD INDEX FDS | VALUE ETF | 5M | 32K | – |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 2M | 14K | – |
| VANGUARD MALVERN FDS | CORE BD ETF | 911K | 12K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 201K | 1K | – |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 8M | 71K | – |
| VANGUARD WORLD FD | INF TECH ETF | 2M | 3K | – |
| VERIZON COMMUNICATIONS INC | COM | 446K | 11K | – |
| VIATRIS INC | COM | 228K | 21K | – |
| VISA INC | COM CL A | 2M | 7K | – |
| WARBY PARKER INC | CL A COM | 278K | 17K | – |
| WISDOMTREE TR | ITL HDG QTLY DIV | 409K | 9K | – |
| WISDOMTREE TR | US LARGECAP DIVD | 7M | 91K | – |
| WISDOMTREE TR | US MIDCAP DIVID | 648K | 14K | – |
| WISDOMTREE TR | US QTLY DIV GRT | 285K | 4K | – |
| YEXT INC | COM | 77K | 14K | – |