Unclaimed Profile

Paul Swenson

SWENSON HUGHES WEALTH MANAGEMENT, LLC·PRESCOTT, Arizona

Clean recordSWENSON HUGHES WEALTH MANAGEMENT, LLC

3623 CROSSINGS DRIVE, PRESCOTT, AZ 86305CRD# 5319408Firm CRD# 329397

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Swenson · PRESCOTT, AZ

Registration

CRD #5319408 · SWENSON HUGHES WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SWENSON HUGHES WEALTH MANAGEMENT, LLC

SWENSON HUGHES WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SWENSON HUGHES WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5319408

Firm CRD# 329397

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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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