Financial Avengers, Inc.

Financial Avengers, Inc. (CRD# 119636) is a financial advisory firm headquartered in Oakland, CA. They manage $366,797,865 in 745 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
505 Fourteenth Street, #310, Oakland, CA 94612
https://www.facebook.com/financialavengers/
By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $492,346
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX, WA

Financial Advisors at Financial Avengers, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Swift, financial advisor Oakland CA
Thomas W. Swift
CRD#: 2867067
505 Fourteenth Street, #310, Oakland, CA 94612

Thomas Swift (CRD# 2867067) is an Investment Advisor Representative working at Financial Avengers, Inc. in Oakland, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals