Be advised. This firm is no longer registered.

Swm Advisors

Swm Advisors (CRD# 158398) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $639,223,987 in 67 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    639
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $9,540,657
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL

Financial Advisors at Swm Advisors
No Advisor Found.
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