Overview
Assets Under Management: $2.4 billion
Headquarters: DURANGO, CO
High-Net-Worth Clients: 23
Average Client Assets: $4 million
Frequently Asked Questions
SWAN GLOBAL INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114669), SWAN GLOBAL INVESTMENTS, LLC is subject to fiduciary duty under federal law.
SWAN GLOBAL INVESTMENTS, LLC is headquartered in DURANGO, CO.
SWAN GLOBAL INVESTMENTS, LLC serves 23 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, SWAN GLOBAL INVESTMENTS, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
SWAN GLOBAL INVESTMENTS, LLC manages $2.4 billion in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, SWAN GLOBAL INVESTMENTS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,969
Discretionary Accounts: 1,969
Regulatory Filings
CRD Number: 114669
Filing ID: 1954966
Last Filing Date: 2025-03-18 18:24:00
Website: https://swanglobalinvestments.com