Overview
Assets Under Management: $338 million
Headquarters: NEW LENOX, IL
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,858
Discretionary Accounts: 2,858
Regulatory Filings
CRD Number: 125117
Filing ID: 1985460
Last Filing Date: 2025-04-30 09:49:00
Website: https://swcares.com