Search icon

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Company claim

Is this your business?

Get access!

Company Details

Name: STRATEGIC WEALTH INVESTMENT GROUP, LLC
Legal type: Foreign Limited Liability Company
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 23 Oct 2020 (5 years ago)
Authority Date: 23 Oct 2020 (5 years ago)
Last Annual Report: 25 Jun 2024 (a year ago)
Organization Number: 1117979
Industry: Insurance Agents, Brokers and Service
Number of Employees: Small (0-19)
ZIP code: 40222
City: Louisville, Bancroft, Bellemeade, Crossgate, Glenvie...
Primary County: Jefferson County
Principal Office: 500 N HURSTBOURNE PARKWAY, Suite 120, LOUISVILLE, KY 40222
Place of Formation: DELAWARE

Manager

Name Role
Matthew J Dicken Manager
Dustin R Stanley Manager
Jordan M Schwartz Manager

Registered Agent

Name Role
CAPITOL CORPORATE SERVICES, INC. Registered Agent

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001802365
Phone:
5024123354

Latest Filings

Form type:
13F-HR
File number:
028-19838
Filing date:
2025-04-14
File:
Form type:
13F-HR/A
File number:
028-19838
Filing date:
2025-01-23
File:
Form type:
13F-HR/A
File number:
028-19838
Filing date:
2025-01-22
File:
Form type:
13F-HR
File number:
028-19838
Filing date:
2025-01-22
File:
Form type:
13F-HR
File number:
028-19838
Filing date:
2024-10-24
File:

Filings

Name File Date
Annual Report 2024-06-25
Annual Report 2023-01-20
Principal Office Address Change 2023-01-20
Annual Report 2022-02-08
Annual Report 2021-03-09

Reviews Leave a review

This company hasn't received any reviews.

Sources: Kentucky Secretary of State