Sewickley Financial LLC
Sewickley Financial LLC (CRD# 172459) is a financial advisory firm headquartered in Sewickley, PA. They manage $12,419,051 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts32ACCOUNTS
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Average Account Value$388,095
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Sewickley Financial LLC
1
Eric Carlson (CRD# 4633051) is an Investment Advisor Representative working at Sewickley Financial LLC in Sewickley, PA and has over 21 years of experience in the finance industry.
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