Matthew SwaimCRD Number: 6897938
Current Firm: Advisory Research Inc.
Matthew Swaim (CRD# 6897938) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has 1 year of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Advisory Research Inc.||Chicago, IL||Jun 2005 - Current||17|
Total Assets Under Management1,485MILLIONS
Total Number of Accounts321ACCOUNTS
Average Account Value$4,626,896
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, ID, IL, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TX, VA, WI
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