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Paul Swenson

SWENSON HUGHES WEALTH MANAGEMENT, LLC·PRESCOTT, Arizona
Unclaimed Profile
3623 CROSSINGS DRIVE, PRESCOTT, AZ 86305CRD# 5319408Firm CRD# 329397
01

About

Paul Swenson is a registered financial advisor based in PRESCOTT, Arizona, affiliated with SWENSON HUGHES WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SWENSON HUGHES WEALTH MANAGEMENT, LLC
SWENSON HUGHES WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SWENSON HUGHES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5319408
Firm CRD# 329397
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Swenson offer?
Paul Swenson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PRESCOTT, Arizona for a consultation.
What are Paul Swenson's credentials?
Paul Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Swenson located?
Paul Swenson is based in PRESCOTT, Arizona, working with SWENSON HUGHES WEALTH MANAGEMENT, LLC. Their office serves clients in the PRESCOTT metropolitan area and surrounding communities.
How does Paul Swenson charge for services?
Paul Swenson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWENSON HUGHES WEALTH MANAGEMENT, LLC?
SWENSON HUGHES WEALTH MANAGEMENT, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
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City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideCHANDLER Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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