Overview
Assets Under Management: $269 million
High-Net-Worth Clients: 4
Average Client Assets: $35 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.73
Average High-Net-Worth Client Assets: $35 million
Total Client Accounts: 1,853
Discretionary Accounts: 1,853
Regulatory Filings
CRD Number: 305793
Filing ID: 2012166
Last Filing Date: 2025-08-27 10:41:00
Website: https://swan-capital.com