Eric
Swensen
Adero Partners, LLC
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About this Advisor
Eric Swensen is a financial advisor based in Rocklin, California, working with Adero Partners, LLC. Eric has previously held positions at Adero Partners, LLC and Vista Wealth Management, LLC. Eric has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Eric is part of Adero Partners, LLC, which operates out of Rocklin, California. The firm has 24 offices and 51 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Adero Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$4,035,668,036
51
3,511
$1,149,435
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Eric Swensen Work History
Adero Partners, LLC
Vista Wealth Management, LLC
Disclosures
Please visit the SEC profile of Eric Swensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Adero Partners, LLC
Beaverton, OR
Denver, CO
San Jose, CA
Pleasanton, CA
San Francisco, CA
Orinda, CA
Pleasanton, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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