Swift Creek Wealth Management
Swift Creek Wealth Management (CRD# 300260) is a financial advisory firm headquartered in , . They manage $4,778,000 in 30 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Swift Creek Wealth Management
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$159,267
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Swift Creek Wealth Management
1
John Hopkins (CRD# 3114167) is an Investment Advisor Representative working at Swift Creek Wealth Management in Moseley, VA and has over 11 years of experience in the finance industry.
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