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).
Current Firm Details
By the Numbers
-
Total Assets Under Management639MILLION
-
Total Number of Accounts67ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, FL
Financial Advisors at Swm Advisors
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.