Swan Global Investments, LLC
Swan Global Investments, LLC (CRD# 114669) is a financial advisory firm headquartered in Durango, CO. They manage $2,105,953,989 in 2,483 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management2,106MILLION
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Total Number of Accounts2,483ACCOUNTS
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Average Account Value$848,149
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, MA, MD, MI, NJ, NY, PR, TX, VA
Ethan Bates (CRD# 6277565) is an Investment Advisor Representative working at Swan Global Investments, LLC in Durango, CO and has over 10 years of experience in the finance industry.
Stephen Bogosian (CRD# 5099981) is an Investment Advisor Representative working at Swan Global Investments, LLC in Littleton, CO and has over 6 years of experience in the finance industry.
Chris Caswell (CRD# 6128752) is an Investment Advisor Representative working at Swan Global Investments, LLC in Tampa, FL and has over 11 years of experience in the finance industry.
Christopher Hausman (CRD# 4760409) is an Investment Advisor Representative working at Swan Global Investments, LLC in Durango, CO and has over 20 years of experience in the finance industry.
David Lovell (CRD# 6508056) is an Investment Advisor Representative working at Swan Global Investments, LLC in Tampa, FL and has over 8 years of experience in the finance industry.
Eugene Miller (CRD# 6861741) is an Investment Advisor Representative working at Swan Global Investments, LLC in Dallas, TX and has over 6 years of experience in the finance industry.
Daniel Neagoy (CRD# 6798701) is an Investment Advisor Representative working at Swan Global Investments, LLC in Durango, CO and has over 6 years of experience in the finance industry.
Zachary Noonan (CRD# 7079482) is an Investment Advisor Representative working at Swan Global Investments, LLC in Durango, CO and has over 5 years of experience in the finance industry.
Marc Odo (CRD# 4572784) is an Investment Advisor Representative working at Swan Global Investments, LLC in Tarrytown, NY and has over 24 years of experience in the finance industry.
Patrick Stiefel (CRD# 5865937) is an Investment Advisor Representative working at Swan Global Investments, LLC in Durango, CO and has over 10 years of experience in the finance industry.