William Beisswanger, financial advisor Charlottesville VA
90 score

William Beisswanger

CRD Number: 6298865
Current Firm: Swift Run Capital Management

William Beisswanger (CRD# 6298865) is an Investment Advisor Representative working at Swift Run Capital Management in Charlottesville, VA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cfa Institute Charlottesville, VA Sep 2012 - Current 4
Peninsula Capital Advisors Charlottesville, VA Sep 2000 - Sep 2012 12

William Beisswanger has no recent exams reported.
Contact Info for William J. Beisswanger
Phone Number: 434-817-4234
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    224
    MILLIONS
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $1,190,922
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA, GA, NY, SD, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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