SWENSON HUGHES WEALTH MANAGEMENT, LLC

SWENSON HUGHES WEALTH MANAGEMENT
PRESCOTT, Arizona·2 registered advisors·CRD# 329397
SEC# 801-1295162(480) 744-7006
01

Firm Overview

AUM
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at SWENSON HUGHES WEALTH MANAGEMENT, LLC

2 registered advisors
David Anthony Hughes
PRESCOTT, Arizona
Paul Swenson
PRESCOTT, Arizona
05

Office Locations

PRESCOTT, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. SWENSON HUGHES WEALTH MANAGEMENT, LLC (CRD# 329397) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.