Swartz Advisory LLC
Swartz Advisory LLC (CRD# 298154) is a financial advisory firm headquartered in , . They manage $12,500,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Swartz Advisory LLC
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$4,166,667
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.
OH
Financial Advisors at Swartz Advisory LLC
1
Richard Swartz (CRD# 7005010) is an Investment Advisor Representative working at Swartz Advisory LLC in Stow, OH and has over 5 years of experience in the finance industry.
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