Swbc Investment Company
Swbc Investment Company (CRD# 140994) is a financial advisory firm headquartered in San Antonio, TX. They manage $380,146,900 in 340 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management380MILLION
-
Total Number of Accounts340ACCOUNTS
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Average Account Value$1,118,079
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, KS, LA, NC, NJ, SC, TX
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