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Alexander Joel Swartz

INVESTURE, LLC·CHARLOTTESVILLE, Virginia
Unclaimed Profile
240 W MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 6772656Firm CRD# 130099
01

About

Alexander Joel Swartz is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with INVESTURE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
INVESTURE, LLC
INVESTURE, LLC
AUM
$32.2B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at INVESTURE, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6772656
Firm CRD# 130099
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alexander Joel Swartz offer?
Alexander Joel Swartz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Alexander Joel Swartz's credentials?
Alexander Joel Swartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Joel Swartz located?
Alexander Joel Swartz is based in CHARLOTTESVILLE, Virginia, working with INVESTURE, LLC. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Alexander Joel Swartz charge for services?
Alexander Joel Swartz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INVESTURE, LLC?
INVESTURE, LLC has approximately 47 employees and manages $32.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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