Peter
Boyle
Clifford Swan Investment Counselors
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About this Advisor
Peter Boyle is a financial advisor based in Pasadena, California, working with Clifford Swan Investment Counselors. Peter has previously held a position at Clifford Swan Investment Counsel. Peter has passed the Series 63 regulatory exam and is registered to provide services in Arizona, California, Idaho, New York, North Carolina, Texas, and Washington. Currently, Peter is part of Clifford Swan Investment Counselors, which operates out of Pasadena, California. The firm has 1 office and 31 employees. The firm manages assets totaling $3.8 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 institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Clifford Swan Investment Counselors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clifford Swan Investment Counselors Brokerage Details
$3,848,216,402
31
2,531
$1,520,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Peter Boyle Work History
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
Disclosures
Please visit the SEC profile of Peter Boyle 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 Clifford Swan Investment Counselors
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
Pasadena, CA
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