Unclaimed Profile

Barry Jay Swaim

WEALTH MANAGEMENT GROUP, INC.·WINSTON-SALEM, North Carolina

Clean recordWEALTH MANAGEMENT GROUP, INC.

1399 ASHLEYBROOK LANE, SUITE 120, WINSTON-SALEM, NC 27103CRD# 2234204Firm CRD# 113706

Profile Verification

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

Identity

Barry Jay Swaim · WINSTON-SALEM, NC

Registration

CRD #2234204 · WEALTH MANAGEMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Barry Jay Swaim is a registered financial advisor based in WINSTON-SALEM, North Carolina, affiliated with WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Barry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Barry is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

WEALTH MANAGEMENT GROUP, INC.

ACCRUENT WEALTH ADVISORS

AUM

$145M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH MANAGEMENT GROUP, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2234204

Firm CRD# 113706

View on FINRA BrokerCheck →

Looking for a financial advisor in WINSTON-SALEM?

Browse all registered financial advisors in WINSTON-SALEM, North Carolina or claim this profile if it's yours.

Browse WINSTON-SALEM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Barry Jay Swaim offer?

Barry Jay Swaim specializes in Financial Planning, Investment Management. Contact their office in WINSTON-SALEM, North Carolina for a consultation.

What are Barry Jay Swaim's credentials?

Barry Jay Swaim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barry Jay Swaim located?

Barry Jay Swaim is based in WINSTON-SALEM, North Carolina, working with WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the WINSTON-SALEM metropolitan area and surrounding communities.

How does Barry Jay Swaim charge for services?

Barry Jay Swaim'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 WEALTH MANAGEMENT GROUP, INC.?

WEALTH MANAGEMENT GROUP, INC. has approximately 3 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →