A complete list of active advisors currently associated with Frank K. Swyden Asset Mngt Inc

Warmer can help you find a great advisor at Frank K. Swyden Asset Mngt Inc or one who fits your needs even better.

Frank K. Swyden Asset Mngt Inc provides ongoing discretionary portfolio management primarily for individuals, families, and businesses, with services documented in written client agreements. As of 12/31/2025 the firm reported managing about $52.5 million on a discretionary basis across roughly 47 client accounts and offers account reviews and performance reporting on at least a quarterly basis. The firm combines a quantitative screening model that ranks U.S. equity securities based on projected earnings growth with a bottom-up fundamental review and supporting technical analysis to generate buy and sell recommendations. Fixed income portfolios are laddered with average maturities generally no greater than ten years and comprised of investment-grade government, corporate, and municipal securities; risk profiles are evaluated and documented before implementation. Compared with many peers, the firm’s regulatory disclosures indicate it serves charitable organization clients in addition to individuals and businesses, a client type that is less common among similar independent advisers. The brochure also notes distinctive operational features: all assets are managed on a discretionary basis, the firm accepts proxy-voting authority, and it relies on custodian-provided institutional services and research while not carrying professional liability insurance.

To learn more about the advisors currently working at Frank K. Swyden Asset Mngt Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.