D.A. Schwenker & AssoC.'s, Inc.

Overview

D.A. Schwenker & AssoC.'s, Inc. is an independent, corporation-structured registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm also operates as an insurance broker and provides portfolio management for individuals and small businesses, plus selection of other advisers. The snapshot flags the firm as a capital allocator and indicates it does not position itself as an active ESG investor. The firm’s filing identifies it as owner-operated; the adviser is not flagged as a pension consultant or a multi-state adviser in the snapshot, even though office-location data suggests operations in more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices