The Swarthmore Group Inc
Legal Name: THE SWARTHMORE GROUP, INC.
Full Contact Details
The Swarthmore Group Inc
1650 ARCH STREET, SUITE 2100, PHILADELPHIA, PA
215-557-9300
215-557-9305
Other Info
The Swarthmore Group, Inc., a Delaware corporation, currently employs a team of 11, with 5 members working in an advisory capacity. Although the number of clients that the firm has served is unspecified, it maintains an Approved status with the U.S. Securities and Exchange Commission, with a registration date dating back to November 3, 2000.
Home - The Swarthmore Group
AboutServicesThe TeamNewsContact Menu “The Swarthmore Group believes that the strongest client relationships are cultivated over time through trust, open communication and the commitment to providing the highest level of service. Our diverse team of professionals is equipped with not only investme…
Direct Owners
-
DENISE M CARUSO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
GLENN EDWARD BECKER
SHAREHOLDER owns more than 5% but less than 10%
-
JAMES EDWIN NEVELS
CHAIRMAN OF THE BOARD owns more than 50% but less than 75%
-
MARK ANTHONY ROGOZINSKI
CEO owns less than 5%
-
PAULA MANDLE
SHAREHOLDER owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
- ISHARES TR CORE S&P500 ETF $153,867k
- SELECT SECTOR SPDR TR SBI CONS STPLS $19,234k
- SELECT SECTOR SPDR TR SBI INT-FINL $16,933k
- SELECT SECTOR SPDR $13,128k
- Thermo Fisher Scientific Inc $11,615k
- ABBOTT LABS $11,183k
- REPUBLIC SVCS INC $9,656k
- ROPER TECHNOLOGIES $9,541k
- VISA INC COM CL A $9,450k
- ANTHEM INC $9,045k