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Andrew James Swenson

ARS WEALTH ADVISORS GROUP, LLC·ST. PETERSBURG, Florida
Clean recordARS WEALTH ADVISORS GROUP, LLC
111 SECOND AVENUE NE, ST. PETERSBURG, FL 33701CRD# 1270787Firm CRD# 314882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew James Swenson · ST. PETERSBURG, FL
Registration
CRD #1270787 · ARS WEALTH ADVISORS GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew James Swenson is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with ARS WEALTH ADVISORS GROUP, 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
Introduction

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03

Firm Overview

Firm
ARS WEALTH ADVISORS GROUP, LLC
ARS WEALTH ADVISORS
AUM
$1.3B
Regulatory assets under management
Employees
24
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1270787
Firm CRD# 314882
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew James Swenson offer?
Andrew James Swenson specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are Andrew James Swenson's credentials?
Andrew James Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Swenson located?
Andrew James Swenson is based in ST. PETERSBURG, Florida, working with ARS WEALTH ADVISORS GROUP, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does Andrew James Swenson charge for services?
Andrew James Swenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARS WEALTH ADVISORS GROUP, LLC?
ARS WEALTH ADVISORS GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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