Overview
Assets Under Management: $610 million
Headquarters: DULUTH, GA
High-Net-Worth Clients: 196
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 196
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,536
Discretionary Accounts: 1,520
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 129602
Last Filing Date: 2024-08-26 00:00:00
Website: https://swmllc.com