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Frank K. Swyden Asset Mngt INC

Frank K. Swyden Asset Mngt INC. CRD 112396

F

CRD: 112396

Frank K. Swyden Asset Mngt INC

$52.5M Total AUM
$52.5M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
--
Established Date
01-11-1999
Office Locations
1

Office Locations

-- Overland Park KS

About Frank K. Swyden Asset Mngt INC

Frank K. Swyden Asset Mngt INC is a Overland Park-based RIA. The firm has been operating for 27 years. Managing $52.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 50 clients, or 50 clients per representative. That equates to $1.1M in reported AUM per client.

The profile lists 1 reported office location and 27 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

72 AVG AGE
$52.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
24.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age

Additional firm insights

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Available data coverage

  • Asset Classes
  • Investment Vehicles
  • Services

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Owner & Executives

F

FRANK K SWYDEN

Investment Advisor, President

CRD
#840609
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $52,532,983 --
Non-Discretionary $0 --
Total $52,532,983 --

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Separately Managed Accounts

SMA allocation detail is available

Frank K. Swyden Asset Mngt INC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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