Swan Dfw Financial Solutions, LLC

Swan Dfw Financial Solutions, LLC (CRD# 173964) is a financial advisory firm headquartered in , . They manage $14,590,851 in 168 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://swandfw.net
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    168
    ACCOUNTS
  • Average Account Value
    $86,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Swan Dfw Financial Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Hector Hinojosa, financial advisor Fort Worth TX
Hector N. Hinojosa
CRD#: 2387082
Fort Worth, TX

Hector Hinojosa (CRD# 2387082) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has over 30 years of experience in the finance industry.

2
Joshua Hinojosa, financial advisor Fort Worth TX
Joshua N. Hinojosa
CRD#: 7631604
Fort Worth, TX

Joshua Hinojosa (CRD# 7631604) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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