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Margaret Leigh Swanson

MODUS ADVISORS, LLC·EXCELSIOR, Minnesota
Unclaimed Profile
23505 SMITHTOWN ROAD, EXCELSIOR, MN 55331CRD# 6867550Firm CRD# 291204
01

About

Margaret Leigh Swanson is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with MODUS 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
MODUS ADVISORS, LLC
MODUS ADVISORS, LLC
AUM
$432M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MODUS ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6867550
Firm CRD# 291204
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Leigh Swanson offer?
Margaret Leigh Swanson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXCELSIOR, Minnesota for a consultation.
What are Margaret Leigh Swanson's credentials?
Margaret Leigh Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Leigh Swanson located?
Margaret Leigh Swanson is based in EXCELSIOR, Minnesota, working with MODUS ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.
How does Margaret Leigh Swanson charge for services?
Margaret Leigh Swanson'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 MODUS ADVISORS, LLC?
MODUS ADVISORS, LLC has approximately 7 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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