SWARTHMORE ASSET MANAGEMENT LTD

200 West 16th Street, Office 1b
New York, New York 10011
Tel: 212-741-2300

About SWARTHMORE ASSET MANAGEMENT LTD

SWARTHMORE ASSET MANAGEMENT LTD, formally registered with the SEC as SWARTHMORE ASSET MANAGEMENT LTD. The firm was established in 06/18/1992. They have over 1 offices throughout the country.

SWARTHMORE ASSET MANAGEMENT LTD is a New York, New York based Financial Planning firm with nearly $48,168,703 assets under management, offering retirement planning & investment advisory services to 41 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108507
SEC#	801-41752
Assets Managed by Firm	$48,168,703
No. of Clients	41
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	41	$48,168,703
Individuals (other than high net worth individuals)	8	$2,788,941
High net worth individuals	9	$23,023,876
Pension and profit sharing plans	1	$1,796,341
Charitable organizations	1	$379,911
Corporations or other businesses	1	$1,466,572

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