Company Information

Get to know Kathryn Swain & Company

Kathryn Swain & Company is an independent, fee-only wealth management firm that operates as a fiduciary for its clients. Founded by Kathryn Swain, a CERTIFIED FINANCIAL PLANNER™, the company focuses on a thoughtful and comprehensive approach to financial planning and investment management. They work closely with individuals and families to understand their financial goals and create tailored strategies for wealth accumulation, retirement planning, and estate planning, aiming to provide clarity and confidence in their clients' financial lives.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Kathryn Swain & Company

United States

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.