Overview
Assets Under Management: $668 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 145
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 145
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.47
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 828
Discretionary Accounts: 828
Regulatory Filings
CRD Number: 125882
Last Filing Date: 2024-11-18 00:00:00
Website: https://swmgrp.com