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
W. Swartz & Company, LLC
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts235ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, TX
Financial Advisors at W. Swartz & Company, LLC
1
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 (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.
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