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Building 2J.W. SWENSON INVESTMENT COUNSEL

Map pinWESTON, MA
Phone781-899-4853
NotebookSEC #801-10330
Total AUM
$55M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 COLPITTS RD
WESTON
MA 02493
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
781-899-4853

ReceiptFinancials

Total AUM
$55M
Accounts
134
Discretionary
$55M
Accounts
134
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/Revocation
State Registrations
MA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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