SWENSON JACK WENDELL
Legal name: J.W. SWENSON INVESTMENT COUNSEL
CRD #109465 SEC #801-10330 WESTON, MA 781-899-4853
SEC Registered Disclosures
Total AUM
$55M
Discretionary
$55M
Employees
1
Clients
--
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2012 | $55M | $55M | $0 | 1 | 100 |
| Apr 2012 | $55M | $55M | $0 | 1 | 109 |
| Apr 2012 | $55M | $55M | $0 | 1 | 109 |
| Apr 2011 | $62.8M | $62M | $742.5K | 5 | -- |
| Mar 2010 | $62.8M | $49.6M | $13.2M | 5 | -- |
| Feb 2009 | $66.4M | $53M | $13.4M | 5 | -- |
| Feb 2007 | $94.3M | $75.5M | $18.8M | 5 | -- |
| Sep 2005 | $99.2M | $97.5M | $1.7M | 5 | -- |
| Mar 2004 | $100.4M | $97.9M | $2.6M | 5 | -- |
| Apr 2002 | $120.7M | $115.4M | $5.3M | 5 | -- |
DateSep 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients100
DateApr 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients109
DateApr 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients109
DateApr 2011
Total AUM$62.8M
Discretionary$62M
Non-Disc.$742.5K
Employees5
Clients--
DateMar 2010
Total AUM$62.8M
Discretionary$49.6M
Non-Disc.$13.2M
Employees5
Clients--
DateFeb 2009
Total AUM$66.4M
Discretionary$53M
Non-Disc.$13.4M
Employees5
Clients--
DateFeb 2007
Total AUM$94.3M
Discretionary$75.5M
Non-Disc.$18.8M
Employees5
Clients--
DateSep 2005
Total AUM$99.2M
Discretionary$97.5M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2004
Total AUM$100.4M
Discretionary$97.9M
Non-Disc.$2.6M
Employees5
Clients--
DateApr 2002
Total AUM$120.7M
Discretionary$115.4M
Non-Disc.$5.3M
Employees5
Clients--