Be advised. This firm is no longer registered.

J.w. Swenson Investment Counsel

J.w. Swenson Investment Counsel (CRD# 109465) is a financial advisory firm headquartered in Weston, MA. They manage $61,477,805 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
30 Colpitts Rd, Weston, MA 02493
By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $608,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

MA

Financial Advisors at J.w. Swenson Investment Counsel
No Advisor Found.

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.

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