Investment adviser · CRD 109465

J.W. SWENSON INVESTMENT COUNSEL

Investment adviser filing (IA)

SWENSON JACK WENDELL

WESTON, MA, United States · Form ADV filed Sep 27, 2012

Regulatory AUM
$55M
Form ADV · Item 5.F
Client accounts
134
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 27, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

30 COLPITTS RD
WESTON, MA, 02493, United States

CRD 109465

Filing source

Form ADV 671844 · Sep 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.