Swallow Farms Capital Management

Swallow Farms Capital Management (CRD# 141632) is a financial advisory firm headquartered in , . They manage $18,474,000 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $559,818
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA, MA

Financial Advisors at Swallow Farms Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
William F. Lindsey
CRD#: 1172875
Amherst, MA
93
Wealthminder
score

William Lindsey (CRD# 1172875) is an Investment Advisor Representative working at Swallow Farms Capital Management in Amherst, MA and has over 32 years of experience in the finance industry.

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