The Swarthmore Group, Inc.

The Swarthmore Group, Inc. (CRD# 107056) is a financial advisory firm headquartered in Philadelphia, PA. They manage $1,993,307,443 in 52 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,993
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $38,332,835
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
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.

AL, CT, DE, IL, IN, MD, MI, NJ, NY, OH, PA

Financial Advisors at The Swarthmore Group, Inc.
No Advisor Found.
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