W. Swartz & Company, LLC

W. Swartz & Company, LLC (CRD# 256786) is a financial advisory firm headquartered in , . They manage $20,928,870 in 235 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/w--swartz-
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $89,059
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at W. Swartz & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Scherer, financial advisor Wildwood MO
Joseph G. Scherer
CRD#: 5836528
Wildwood, MO

Joseph Scherer (CRD# 5836528) is an Investment Advisor Representative working at W. Swartz & Company, LLC in Wildwood, MO and has over 6 years of experience in the finance industry.

2
Wyatt Swartz, financial advisor Wildwood MO
Wyatt W. Swartz
CRD#: 5816402
Wildwood, MO

Wyatt Swartz (CRD# 5816402) is an Investment Advisor Representative working at W. Swartz & Company, LLC in Wildwood, MO and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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