Lillian
Swenson
Corient
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About this Advisor
Lillian Swenson is a financial advisor based in Menlo Park, California, working with Corient. Lillian has previously held positions at Corient, Western Technology Investment (Wti), Washington University In St Louis, Valley Christian High School, and Corient Services LLC. Lillian has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Lillian is part of Corient, which operates out of Menlo Park, California. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Corient Brokerage Details
$118,191,936,095
845
97,020
$1,218,222
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
Lillian Swenson Work History
Corient Services LLC
Corient
Western Technology Investment (Wti)
Washington University In St Louis
Valley Christian High School
Disclosures
Please visit the SEC profile of Lillian Swenson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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