Swanson Group Overview

  • Status
  • Private
  • Investments
  • 1

Swanson Group General Information

Description

Swanson Group is a multi family office based in West Des Moines, Iowa. The firm provides investment consulting and wealth management services to multiple generations of affluent families. Its clients include families, corporate executives, family offices, business owners, inheritors and other liquidity event beneficiaries.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Office
  • 1080 Jordan Creek Parkway
  • Suite 400 North
  • West Des Moines, IA 50266
  • United States
+1 (515) 000-0000
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Swanson Group Executive Team (6)

Name Title Board Seat Contact Info
Keith Swanson Managing Director & Private Wealth Advisor
Jonathan Swanson Institutional Consultant
Alan Beck Voting Member of Research Committee
Daniel Berggren Vice President & Consulting Group Analyst
Rachel Stauffer Institutional Consultant and Private Wealth Advisor
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Swanson Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 00000 0000 20-Mar-2015 000000000000000000 Other Commercial Products
To view Swanson Group’s complete acquisitions history, request access »