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Casey Alexander Swercheck

ALTERNA EQUITY PARTNERS MANAGEMENT LLC·FORT LAUDERDALE, Florida
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200 E LAS OLAS BLVD, FORT LAUDERDALE, FL 33301CRD# 7370520Firm CRD# 313985
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About

Casey Alexander Swercheck is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with ALTERNA EQUITY PARTNERS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
ALTERNA EQUITY PARTNERS MANAGEMENT LLC
AUM
$171M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at ALTERNA EQUITY PARTNERS MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7370520
Firm CRD# 313985
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Casey Alexander Swercheck offer?
Casey Alexander Swercheck specializes in Retirement Planning. Contact their office in FORT LAUDERDALE, Florida for a consultation.
What are Casey Alexander Swercheck's credentials?
Casey Alexander Swercheck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Alexander Swercheck located?
Casey Alexander Swercheck is based in FORT LAUDERDALE, Florida, working with ALTERNA EQUITY PARTNERS MANAGEMENT LLC. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.
How does Casey Alexander Swercheck charge for services?
Casey Alexander Swercheck'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 ALTERNA EQUITY PARTNERS MANAGEMENT LLC?
ALTERNA EQUITY PARTNERS MANAGEMENT LLC has approximately 9 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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