Swaine and leidel wealth services
SpletSwaine & Leidel Wealth Services, LLC quarterly investment holdings based on public SEC filings. Swaine & Leidel Wealth Services, LLC All 13F Portfolio Filings Most recent 13F Q1 2024. Location Sebring, FL CIK 0001741677 All SEC filings View on sec.gov. Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name; SpletSecond Half Financial Partners is a large advisory firm with 760 clients and discretionary assets under management (AUM) of $240,416,458 (Form ADV from 2024-12-22). Their …
Swaine and leidel wealth services
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Splet1 review of Swaine & Leidel Wealth Services "The knowledge and dedication of Mr. Leidel made a difference in my quality of life for many years to come. Knowledge is power and he is gifted with knowledge, … SpletFound 2 colleagues at Swaine & Leidel Wealth Services. There are 11 other people named Will Swaine on AllPeople. Find more info on AllPeople about Will Swaine and Swaine & …
Splet1 review of Swaine & Leidel Wealth Services "The knowledge and dedication of Mr. Leidel made a difference in my quality of life for many years to come. Knowledge is power and he is gifted with knowledge, patience, and true concern for all. I came to him with serious and complex tax liabilities. He charged one price to advocate for me and never asked for … SpletSwaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... 145 W Center Ave, 美国 Florida Sebring, Florida 33870
SpletSwaine & Leidel Wealth Services, Sebring, Florida. 392 likes · 1 talking about this · 1 was here. Swaine & Leidel Wealth Services was founded by Will Swaine and David Leidel, two financial... Swaine & Leidel Wealth … Splet20. jan. 2016 · David Leidel David Leidel Swaine & Leidel Wealth Services Published Jan 20, 2016 + Follow If you do cheat, give me a call when you get your IRS notice and our firm will help you resolve the issue. ...
Splet08. apr. 2024 · Swaine & Leidel Wealth Services LLC purchased a new stake in Amazon.com during the first quarter valued at $38,000. Finally, Cowa LLC bought a new position in shares of Amazon.com in the 3rd ...
SpletManagement, Scientific, and Technical Consulting Services Professional, Scientific, and Technical Services Printer Friendly View Address: 145 W Center Ave Sebring, FL, 33870 … bpo harbor medical associatesSplet11. apr. 2024 · Laurel Wealth Planning LLC now owns 320 shares of the e-commerce giant’s stock worth $34,000 after buying an additional 304 shares during the last quarter. Swaine & Leidel Wealth Services LLC ... bpo growth in indiaSplet19. maj 2024 · Swaine & Leidel Wealth Services, LLC recently filed their 13F report for the first quarter of 2024, which ended on 2024-03-31.. The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed … bpo hermosilloSpletFinancial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters Fee Structure Percentage of Assets, Hourly Charges, Fixed Fees Disclosures No Office Location 145 West Center Avenue Sebring, FL 33870 Not sure which advisor is right for you? bpo hiring in quezon city supervisorSplet17. maj 2024 · Swaine Leidel Wealth Services, Llc (1741677) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, March 31, 2024. Home. SEC Filings. Swaine Leidel Wealth Services, Llc. 13F-HR Institutional Manager Holdings Report Tue May 17 2024; SEC Filings. bp ohio explosionSplet29. maj 2012 · SWAINE & LEIDEL WEALTH SERVICES, LLC is an Active company incorporated on May 29, 2012 with the registered number L12000072925. This Florida … gym tech north eastSpletSwaine & Leidel Wealth Services is an investment fund managing more than $126 million ran by Leila Shaver. There are currently 50 companies in Mrs. Shaver’s portfolio. The largest investments include Wisdomtree Tr and Unitedhealth Inc , together worth $9.4 million. bpo headphones