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Eric Robert Swensen

VISTA WEALTH MANAGEMENT, LLC·E. PALO ALTO, California
Unclaimed Profile
2000 UNIVERSITY AVE, E. PALO ALTO, CA 94303CRD# 4906053Firm CRD# 110252
01

About

Eric Robert Swensen is a registered financial advisor based in E. PALO ALTO, California, affiliated with VISTA 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
03

Firm Overview

Firm
VISTA WEALTH MANAGEMENT, LLC
VISTA WEALTH MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at VISTA WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4906053
Firm CRD# 110252
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Robert Swensen offer?
Eric Robert Swensen specializes in Financial Planning, Investment Management. Contact their office in E. PALO ALTO, California for a consultation.
What are Eric Robert Swensen's credentials?
Eric Robert Swensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Robert Swensen located?
Eric Robert Swensen is based in E. PALO ALTO, California, working with VISTA WEALTH MANAGEMENT, LLC. Their office serves clients in the E. PALO ALTO metropolitan area and surrounding communities.
How does Eric Robert Swensen charge for services?
Eric Robert Swensen'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 VISTA WEALTH MANAGEMENT, LLC?
VISTA WEALTH MANAGEMENT, LLC has approximately 27 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in E. PALO ALTO
Jerome Barry Spector — VISTA WEALTH MANAGEMENT, LLCHenry Burl Pilger — VISTA WEALTH MANAGEMENT, LLCAaron James White — VISTA WEALTH MANAGEMENT, LLC
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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