Swedan Investment Management

Swedan Investment Management (CRD# 152553) is a financial advisory firm headquartered in Asheville, NC. They manage $60,700,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $1,011,667
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NC

Financial Advisors at Swedan Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Mark M. Swedan
CRD#: 5748633
Asheville, NC
93
Wealthminder
score

Mark Swedan (CRD# 5748633) is an Investment Advisor Representative working at Swedan Investment Management in Asheville, NC and has over 6 years of experience in the finance industry.

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