Be advised. This firm is no longer registered.

Swanson Investments, LLC

Swanson Investments, LLC (CRD# 118266) is a financial advisory firm headquartered in Durham, NC. They manage $30,593,318 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1008 West Knox Street, Durham, NC 27701
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $728,412
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Swanson Investments, LLC
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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