Wychick Investment Advisors, Inc.

EST. AUM
$32,800,000

CONTACTS

CLIENT ACCOUNTS
220

Firm Details

Metro area Portland, OR
CRD Number 137957
Website wychick.com
Client types

Overview

Wychick Investment Advisors, Inc. is an independent, state-registered investment advisor (RIA) firm based in Bend, Oregon. Led by key principals including William Glenn Parker and Stephen Victor Swenson, the practice provides tailored portfolio management, comprehensive financial planning, retirement strategies, and asset preservation services for individuals, pre-retirees, and local families.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wychick Investment Advisors, Inc.

Platform Details

Investment Preferences

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Address

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