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Ashlie Danielle Dague

Strategic Wealth Investment Group, LLC

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About Ashlie Danielle Dague

Ashlie Danielle Dague is an Investment Advisor Representative associated with Strategic Wealth Investment Group, LLC. Ashlie Danielle has passed the Uniform Investment Adviser Law Examination and has been registered in Colorado, Georgia, Indiana, North Carolina, and Texas. Ashlie Danielle has a background in education, having worked with organizations such as Grade Power Learning, Tel Aviv University, and New York University. Ashlie Danielle's firm is headquartered in Louisville, Kentucky and specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.

Firm Information

Ashlie Dague is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ashlie Dague’s Registration & Firm History

KY

05/09/2024 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 12/30/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ashlie Danielle Dague.
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