Overview
Assets Under Management: $2.4 billion
Headquarters: HUMACAO, PR
High-Net-Worth Clients: 3
Average Client Assets: $199 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.84
Average High-Net-Worth Client Assets: $199 million
Total Client Accounts: 1,969
Discretionary Accounts: 1,969
Regulatory Filings
CRD Number: 173621
Filing ID: 1961574
Last Filing Date: 2025-03-25 17:00:00
Website: https://swanglobalinvestments.com