Unclaimed Profile

Robert E Swanson

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC·MONTVALE, New Jersey

Clean recordRIDGEWOOD PRIVATE EQUITY PARTNERS, LLC

14 PHILIPS PARKWAY, MONTVALE, NJ 07645CRD# 1173824Firm CRD# 283321

Profile Verification

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

Identity

Robert E Swanson · MONTVALE, NJ

Registration

CRD #1173824 · RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert E Swanson is a registered financial advisor based in MONTVALE, New Jersey, affiliated with RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC

RIDGEWOOD PRIVATE EQUITY PARTNERS

AUM

$750M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Subscription fees

Performance-based fees

Other: % OF CAPITAL CONTRIBUTIONS

Regulatory

SEC/IARD CRD# 1173824

Firm CRD# 283321

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert E Swanson offer?

Robert E Swanson specializes in Retirement Planning, Wealth Management. Contact their office in MONTVALE, New Jersey for a consultation.

What are Robert E Swanson's credentials?

Robert E Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert E Swanson located?

Robert E Swanson is based in MONTVALE, New Jersey, working with RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC. Their office serves clients in the MONTVALE metropolitan area and surrounding communities.

How does Robert E Swanson charge for services?

Robert E Swanson's firm is compensated through subscription fees, performance-based fees, other: % of capital contributions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC?

RIDGEWOOD PRIVATE EQUITY PARTNERS, LLC is a registered investment adviser with the SEC, managing $750M in regulatory assets under management. See their Form ADV for full details.

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