Investment Leadership, LLC

Investment Leadership, LLC (CRD# 167352) is a financial advisory firm headquartered in Forest, VA. They manage $33,593,494 in 221 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    221
    ACCOUNTS
  • Average Account Value
    $152,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MD, VA

Financial Advisors at Investment Leadership, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerard E. Swienton
CRD#: 1424932
14805 Forest Road, Suite 226, Forest, VA 24551
96
Wealthminder
score

Gerard Swienton (CRD# 1424932) is an Investment Advisor Representative working at Investment Leadership, LLC in Forest, VA and has over 31 years of experience in the finance industry. Gerard Swienton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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