Peter
Swan

Managed Asset Portfolios, LLC

CRD#2352280
Investment Advisor
in Rochester, MI

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About this Advisor

Peter Swan is a financial advisor operating out of Rochester, Michigan with a total of 13 years of industry experience. Swan is on the advisory team at Managed Asset Portfolios, LLC. They have spent the entirety of their employment at Managed Asset Portfolios, Llc. Swan has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Managed Asset Portfolios, LLC is an advisory business that has its headquarters in Rochester, MI. It administers $1 billion in total assets across its 1,950 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises 13 charities and foundations. Of its 1,950 accounts, just 11% are associated with high-net-worth clients who have at least $1 million in investable assets. Managed Asset Portfolios, LLC offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, security rating services and other services. Financial management fees typically depend on which services the firm provides the client. Fees charged by Managed Asset Portfolios, LLC can include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

950 W. University, Suite 100
Rochester, MI 48307

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Managed Asset Portfolios, LLC Brokerage Details

Total Assets Under Management

$1,016,112,924

MI Average: $943,424,332
Total Number of Employees

21

MI Average: 21
Total Number of Accounts

1,950

MI Average: 1,586
Average Account Size

$521,084

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Security ratings or pricing services
  • Other

Peter Swan Work History

Peter has been registered as a financial advisor for 13 years.*

2002 - Present (22 years)

Managed Asset Portfolios

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Peter Swan 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 Managed Asset Portfolios, LLC

Samuel Morley
Rochester, MI
Dennis Engel
Rochester, MI
Karen Culver
Rochester, MI
Michael Rodzik
Rochester, MI
Jeffrey Bonynge
Rochester, MI
Chad Simon
Rochester, MI
Zachary Fellows
Rochester, MI
John Dalton
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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