D.a. Schwenker & Assoc.'s, Inc.

D.a. Schwenker & Assoc.'s, Inc. (CRD# 119746) is a financial advisory firm headquartered in Dublin, OH. They manage $5,373,814 in 33 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $162,843
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at D.a. Schwenker & Assoc.'s, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Daniel A. Schwenker
CRD#: 1140295
6797 N. High Street, Suite 210, Worthington, OH 43085
53
Wealthminder
score

Daniel Schwenker (CRD# 1140295) is an Investment Advisor Representative working at D.a. Schwenker & Assoc.'s, Inc. in Worthington, OH and has over 33 years of experience in the finance industry.

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