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Kevin Matthew Swift

PROSSER CREEK ASSET MANAGEMENT LLC·CORTE MADERA, California
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300 TAMAL PLAZA, CORTE MADERA, CA 94925CRD# 3266131Firm CRD# 318883
01

About

Kevin Matthew Swift is a registered financial advisor based in CORTE MADERA, California, affiliated with PROSSER CREEK ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PROSSER CREEK ASSET MANAGEMENT LLC
PROSSER CREEK ASSET MANAGEMENT LLC
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PROSSER CREEK ASSET MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3266131
Firm CRD# 318883
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Matthew Swift offer?
Kevin Matthew Swift specializes in Retirement Planning, Wealth Management. Contact their office in CORTE MADERA, California for a consultation.
What are Kevin Matthew Swift's credentials?
Kevin Matthew Swift is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Matthew Swift located?
Kevin Matthew Swift is based in CORTE MADERA, California, working with PROSSER CREEK ASSET MANAGEMENT LLC. Their office serves clients in the CORTE MADERA metropolitan area and surrounding communities.
How does Kevin Matthew Swift charge for services?
Kevin Matthew Swift's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROSSER CREEK ASSET MANAGEMENT LLC?
PROSSER CREEK ASSET MANAGEMENT LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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