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).
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Total Assets Under Management346MILLION
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Total Number of Accounts250ACCOUNTS
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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
Sean Tuohy (CRD# 5672112) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 12 years of experience in the finance industry.
Roger Versteeg (CRD# 1145792) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has over 40 years of experience in the finance industry.
Brett Walker (CRD# 4830811) 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.
Jamie Wisecarver (CRD# 4516931) 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.
Benjamin Langford (CRD# 7628455) is an Investment Advisor Representative working at Swbc Investment Company in San Antonio, TX and has 1 year of experience in the finance industry.