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Gregory Zent And Swanson. Inc. (Fort Wayne)


Gregory Zent And Swanson. Inc. is an adviser based in Fort Wayne. It manages $12.52 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Indiana.

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Gregory Zent And Swanson provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gregory Zent And Swanson: assets under management

The assets under management (AUM) of Gregory Zent And Swanson. Inc. is $12.52 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.46 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gregory Zent And Swanson. Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fort Wayne

The principal office where Gregory Zent And Swanson. Inc. performs its advisory services is located at 4011 W. Jefferson Blvd Ste 225, Fort Wayne, IN 46804, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 260-432-3763 or by fax 260-436-0079. The normal business hours are 8:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at gzsinc.net.


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