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).

By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, KS, LA, NC, NJ, SC, TX

Financial Advisors at Swbc Investment Company
No Advisor Found.
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