Overview
Assets Under Management: $346 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
SWBC INVESTMENT COMPANY 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 #140994), SWBC INVESTMENT COMPANY is subject to fiduciary duty under federal law.
SWBC INVESTMENT COMPANY is headquartered in SAN ANTONIO, TX.
SWBC INVESTMENT COMPANY serves 72 high-net-worth clients according to their SEC filing dated May 16, 2024. View client details ↓
According to their SEC Form ADV, SWBC INVESTMENT COMPANY offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SWBC INVESTMENT COMPANY manages $346 million in client assets according to their SEC filing dated May 16, 2024.
According to their SEC Form ADV, SWBC INVESTMENT COMPANY serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 250
Discretionary Accounts: 250
Regulatory Filings
CRD Number: 140994
Last Filing Date: 2024-05-16 00:00:00
Website: https://swbc.com