THE SWARTHMORE GROUP, INC.

PHILADELPHIA, Pennsylvania·1 registered advisor·CRD# 107056
SEC# 801-580690215-557-9300
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at THE SWARTHMORE GROUP, INC.

1 registered advisor
James Edwin Nevels
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. THE SWARTHMORE GROUP, INC. (CRD# 107056) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.