Overview
Assets Under Management: $346 million
Headquarters: SAN ANTONIO, TX
High-Net-Worth Clients: 72
Average Client Assets: $2 million
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