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Swenson Jack Wendell (Weston)


Swenson Jack Wendell is an adviser based in Weston. It manages $54.96 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Swenson Jack Wendell provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Swenson Jack Wendell: assets under management

The assets under management (AUM) of Swenson Jack Wendell is $54.96 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $54.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $410.17 thousand each.
Swenson Jack Wendell has custody of $5.19 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Swenson Jack Wendell for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Weston

The principal office where Swenson Jack Wendell performs its advisory services is located at 30 Colpitts Rd, Weston, MA 02493 The mailing address of the firm is Po Box 348, Weston, MA 02493. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-899-4853 or by fax 781-899-0422. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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