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
By the Numbers
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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
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, IL, MA, MD, MI, NJ, NY, PR, TX, VA
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