Swarthmore Financial Advisors, Ltd.
Swarthmore Financial Advisors, Ltd. (CRD# 121374) is a financial advisory firm headquartered in Media, PA. They manage $59,742,802 in 74 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Swarthmore Financial Advisors, Ltd.
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts74ACCOUNTS
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Average Account Value$807,335
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA, TX
Financial Advisors at Swarthmore Financial Advisors, Ltd.
1
Thomas Smedile (CRD# 1601991) is an Investment Advisor Representative working at Swarthmore Financial Advisors, Ltd. in Media, PA and has over 37 years of experience in the finance industry.
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