T
$31.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-28-2012
- Office Locations
- 1
Office Locations
-- SAN Diego CA
About THE Swanson Financial Group
THE Swanson Financial Group is a SAN Diego-based RIA. The firm has been operating for 13 years. Managing $31.2M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial and Wells Fargo.
Team overview
-- AVG AGE
$31.2M AVG AUM / ADVISOR
$692.6K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
KURT EDWARD SWANSON
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2606920
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $31,168,239 | -- |
| Total | $31,168,239 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing