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Janette Monica Schwendeman

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC·TEMPE, Arizona
Clean recordGRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
1095 WEST RIO SALADO PARKWAY, TEMPE, AZ 85281CRD# 5600261Firm CRD# 306068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janette Monica Schwendeman · TEMPE, AZ
Registration
CRD #5600261 · GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Janette Monica Schwendeman is a registered financial advisor based in TEMPE, Arizona, affiliated with GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
AUM
$266M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5600261
Firm CRD# 306068
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janette Monica Schwendeman offer?
Janette Monica Schwendeman specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.
What are Janette Monica Schwendeman's credentials?
Janette Monica Schwendeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janette Monica Schwendeman located?
Janette Monica Schwendeman is based in TEMPE, Arizona, working with GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Janette Monica Schwendeman charge for services?
Janette Monica Schwendeman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC?
GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Jerry Ray Gray
TEMPE, AZ
Tracy Lee Bierworth
TEMPE, AZ

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