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).

Current Firm Details
1099 Main Ave, Suite 206, Durango, CO 81301
http://www.swandefinedriskfunds.com
By the Numbers
  • Total Assets Under Management
    2,106
    MILLION
  • Total Number of Accounts
    2,483
    ACCOUNTS
  • Average Account Value
    $848,149
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, MA, MD, MI, NJ, NY, PR, TX, VA

Financial Advisors at Swan Global Investments, LLC
No Advisor Found.
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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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