Swbc Investment Company
Swbc Investment Company (CRD# 140994) is a financial advisory firm headquartered in San Antonio, TX. They manage $345,837,406 in 250 accounts and serve the financial needs of clients across 8 states (or territories).
-
Total Assets Under Management346MILLION
-
Total Number of Accounts250ACCOUNTS
-
Average Account Value$1,383,350
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, KS, LA, NC, NJ, SC, TX
Daniel Balogh (CRD# 1398194) is an Investment Advisor Representative working at Swbc Investment Company in Greer, SC and has over 22 years of experience in the finance industry.
Jorge Cantu (CRD# 5352590) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 16 years of experience in the finance industry.
Joan Cleveland (CRD# 1740453) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 30 years of experience in the finance industry.
Christopher Elbrecht (CRD# 4329677) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 15 years of experience in the finance industry.
Alejandro Ireta (CRD# 5752503) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 10 years of experience in the finance industry.
Joshua Lynch (CRD# 5681679) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 14 years of experience in the finance industry.
Paul Marshall (CRD# 4803437) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 19 years of experience in the finance industry.
Ryan Riffe (CRD# 6025818) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 11 years of experience in the finance industry.
Dan Schlicher (CRD# 4424616) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 22 years of experience in the finance industry.
Alejandro Sierra (CRD# 5792775) is an Investment Advisor Representative working at Swbc Investment Company in Richardson, TX and has over 13 years of experience in the finance industry.