F
CRD: 112396
Frank K. Swyden Asset Mngt INC
Overland Park, KS
8167187407
$52.5M Total AUM
$52.5M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm 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. Services offered include Asset Management.
Team overview
72 AVG AGE
$52.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
24.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Services
Unison peak
Owner & Executives
F
FRANK K SWYDEN
Investment Advisor, President
- CRD
- #840609
- Ownership
- 75% or more
(583) 473-3536
ridge.foundation@fusioncapital.com
in linkedin.com/in/delta-meridian
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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
Total SMA Asset: $52,532,983
Equity - Exchange:
44.2% Cash:
55.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,248,880,509 | 44.2% |
| Cash | $2,839,084,444 | 55.8% |
| Total | $5,087,964,953 | 100.0% |