Unclaimed Profile

Ingrid Swenson

BERTRAM CAPITAL MANAGEMENT LLC·SAN MATEO, California

Clean recordBERTRAM CAPITAL MANAGEMENT LLC

800 CONCAR DRIVE, SAN MATEO, CA 94402CRD# 1942495Firm CRD# 156920

Profile Verification

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

Identity

Ingrid Swenson · SAN MATEO, CA

Registration

CRD #1942495 · BERTRAM CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ingrid Swenson is a registered financial advisor based in SAN MATEO, California, affiliated with BERTRAM CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BERTRAM CAPITAL MANAGEMENT LLC

AUM

$3.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BERTRAM CAPITAL MANAGEMENT LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1942495

Firm CRD# 156920

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ingrid Swenson offer?

Ingrid Swenson specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.

What are Ingrid Swenson's credentials?

Ingrid Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ingrid Swenson located?

Ingrid Swenson is based in SAN MATEO, California, working with BERTRAM CAPITAL MANAGEMENT LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Ingrid Swenson charge for services?

Ingrid Swenson'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 BERTRAM CAPITAL MANAGEMENT LLC?

BERTRAM CAPITAL MANAGEMENT LLC has approximately 40 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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