Roger GeweckeCRD Number: 1081009
Current Firm: Clifford Swan Investment Counselors
Roger Gewecke (CRD# 1081009) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has 1 year of experience in the finance industry.
Fried Asset Management, Inc.
Ira Wealth Management
|Clifford Swan Investment Counsel LLC||Pasadena, CA||Nov 2007 - Current||9|
|Philip V. Swan Associates, LLC||Pasadena, CA||Jun 2005 - Nov 2007||2|
Total Assets Under Management2,392MILLIONS
Total Number of Accounts2,310ACCOUNTS
Average Account Value$1,035,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, ID, LA, NH, NM, NV, NY, OR, TX, WA
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