About Patrick L. Sizemore of STRATEGIC WEALTH
Patrick L. Sizemore is Ceo, President And Chief Compliance Officer at Strategic Wealth Management Inc and has been affiliated with Strategic Wealth Management Inc since September-1988.
Strategic Wealth Management Inc is an investment advisor that manages 364.6 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 202MM in positions, which represents 55% of the manager's regulatory AUM.
For more on Strategic Wealth Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Strategic Wealth Management Inc is an investment advisor that manages 364.6 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions. The managers's latest filing has disclosed 202MM in positions, which represents 55% of the manager's regulatory AUM.
For more on Strategic Wealth Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
STRATEGIC WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -2.4%/yr
Co-workers of Patrick L. Sizemore at STRATEGIC WEALTH
Name | Title | In Position Since |
---|
James M. Sizemore | Cfo | December-1993 |
Fundamental & Technical Factor Exposure
Patrick L. Sizemore Office Address
550 KIRKLAND WAY, SUITE 200
KIRKLAND, Washington
UNITED STATES, 98033-6240
KIRKLAND, Washington
UNITED STATES, 98033-6240
Patrick L. Sizemore Contact Information
Phone Number: 425-250-7600
Fax Number: 425-250-7636
Website: http://www.swm.com
Fax Number: 425-250-7636
Website: http://www.swm.com
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