Swales Financial LLC
Swales Financial LLC (CRD# 309033) is a financial advisory firm headquartered in , . They manage $4,395,859 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Swales Financial LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts28ACCOUNTS
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Average Account Value$156,995
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Swales Financial LLC
1
Christopher Swales (CRD# 5023622) is an Investment Advisor Representative working at Swales Financial LLC in Erie, CO and has over 18 years of experience in the finance industry.
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