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The Swartmore Group, Inc. (West Chester)


The Swartmore Group, Inc. is a large advisory firm based in West Chester. It manages $1.04 billion of regulatory assets for 352 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, and Pennsylvania.

The Swartmore Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Swartmore Group: assets under management

The assets under management (AUM) of The Swartmore Group, Inc. is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.95 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Swartmore Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in West Chester

The principal office where The Swartmore Group, Inc. performs its advisory services is located at 1646 West Chester Pike Suite 9, West Chester, PA 19382, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-918-7200 or by fax 610-918-7209. The normal business hours are 8a.m.-5p.m. on Monday - Friday.


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