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Swyden Frank K Asset Management Inc (Kansas City)


Swyden Frank K Asset Management Inc is an adviser based in Kansas City. It manages $26.93 million of regulatory assets for 59 client accounts. It has been registered with the SEC as an adviser since 2001.




Swyden Frank K Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Swyden Frank K Asset Management: assets under management

The assets under management (AUM) of Swyden Frank K Asset Management Inc is $26.93 million. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.53 million in discretionary accounts and $1.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $455.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $467.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Swyden Frank K Asset Management 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 Kansas City

The principal office where Swyden Frank K Asset Management Inc performs its advisory services is located at 911 Main Street Suite #2201, Kansas City, MO 64105, 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 816-474-4677 or by fax 816-474-4630. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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