J.w. Swenson Investment Counsel

J.w. Swenson Investment Counsel (CRD# 109465) is a financial advisory firm headquartered in Weston, MA. They manage $58,946,970 in 108 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $545,805
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
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.

MA, TX

Financial Advisors at J.w. Swenson Investment Counsel
Showing 1 - 1 of 1 top financial advisors.
1
Jack W. Swenson
CRD#: 4343611
30 Colpitts Rd, Weston, MA 02493
70
Wealthminder
score

Jack Swenson (CRD# 4343611) is an Investment Advisor Representative working at J.w. Swenson Investment Counsel in Weston, MA and has 1 year of experience in the finance industry.

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