Overview
Assets Under Management: $2.4 billion
Headquarters: DURANGO, CO
High-Net-Worth Clients: 5
Average Client Assets: $120 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.84
Average High-Net-Worth Client Assets: $120 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