Sw Advisors, LLC
Sw Advisors, LLC (CRD# 306940) is a financial advisory firm headquartered in Royal Oak, MI. They manage $5,925,000 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$92,578
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Sw Advisors, LLC
1
Scott Wloszek (CRD# 7209624) is an Investment Advisor Representative working at Sw Advisors, LLC in Royal Oak, MI and has over 4 years of experience in the finance industry.
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