SWAINE & LEIDEL WEALTH SERVICES, LLC

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Swaine & Leidel Wealth Services is based out of Sebring. Swaine & Leidel Wealth Services is a large advisory firm with 323 clients and discretionary assets under management (AUM) of $107,178,072 (Form ADV from 2018-12-27). Their last reported 13F filing for Q4 2018 included $62,885,000 in managed 13F securities and a top 10 holdings concentration of 42.53%. Swaine & Leidel Wealth Services's largest holding is SPDR Port Long Term Treasury ETF with shares held of 182,949. Whalewisdom has at least 1 13F filings

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12/31/2018

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12/31/2018

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

SWAINE & LEIDEL WEALTH SERVICES, LLC
145 WEST CENTER AVENUE
SEBRING FL    33870
Country: United States

Business Phone: 863-385-1101
Fax: 863-385-1646
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees: 4
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Subscription fees,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 323
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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