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Eric James Schwertley

PGR SOLUTIONS, LLC·CAMPBELL, California
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51 E. CAMPBELL AVE., CAMPBELL, CA 95008-2052CRD# 4995723Firm CRD# 119490
01

About

Eric James Schwertley is a registered financial advisor based in CAMPBELL, California, affiliated with PGR SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PGR SOLUTIONS, LLC
PGR SOLUTIONS, LLC
AUM
$676M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at PGR SOLUTIONS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4995723
Firm CRD# 119490
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric James Schwertley offer?
Eric James Schwertley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CAMPBELL, California for a consultation.
What are Eric James Schwertley's credentials?
Eric James Schwertley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric James Schwertley located?
Eric James Schwertley is based in CAMPBELL, California, working with PGR SOLUTIONS, LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.
How does Eric James Schwertley charge for services?
Eric James Schwertley'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 PGR SOLUTIONS, LLC?
PGR SOLUTIONS, LLC has approximately 18 employees and manages $676M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CAMPBELL
Timothy Dalton Henry — JOHANSON FINANCIAL ADVISORS, INC.Andrea Boyer — SIGMA MANAGEMENT 6, LLCAnn Marie Christian — PGR SOLUTIONS, LLCWolfgang Hansjurgen Remkes — REMKES, WOLFGANG HANS-JURGENDavid Leland Johanson — JOHANSON FINANCIAL ADVISORS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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