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Patrick James Swarz

PLANTE MORAN FINANCIAL ADVISORS, LLC·SOUTHFIELD, Michigan
Unclaimed Profile
27400 NORTHWESTERN HWY, SOUTHFIELD, MI 48034CRD# 2554578Firm CRD# 112158
01

About

Patrick James Swarz is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with PLANTE MORAN FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PLANTE MORAN FINANCIAL ADVISORS, LLC
PLANTE MORAN FINANCIAL ADVISORS
AUM
$20.5B
Regulatory assets under management
Employees
134
Total firm employees
View all advisors at PLANTE MORAN FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2554578
Firm CRD# 112158
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick James Swarz offer?
Patrick James Swarz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Patrick James Swarz's credentials?
Patrick James Swarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick James Swarz located?
Patrick James Swarz is based in SOUTHFIELD, Michigan, working with PLANTE MORAN FINANCIAL ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Patrick James Swarz charge for services?
Patrick James Swarz'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 PLANTE MORAN FINANCIAL ADVISORS, LLC?
PLANTE MORAN FINANCIAL ADVISORS, LLC has approximately 134 employees and manages $20.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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