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Building 2GREGORY ZENT & SWANSON, INC.

Map pinFORT WAYNE, IN
Phone260-432-3763
NotebookSEC #801-32530
Total AUM
$12.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4011 W. JEFFERSON BLVD STE 225
FORT WAYNE
IN 46804
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
260-432-3763

ReceiptFinancials

Total AUM
$12.5M
Accounts
50
Discretionary
$12.5M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation FindingSRO Rule Violation
State Registrations
IN

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

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