Swmg, LLC

Swmg, LLC (CRD# 166688) is a financial advisory firm headquartered in Fort Worth, TX. They manage $196,398,578 in 1,095 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    1,095
    ACCOUNTS
  • Average Account Value
    $179,359
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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Swmg, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Carol S. Allen
CRD#: 6882753
500 W 7th St, Fort Worth, TX 76102

Carol Allen (CRD# 6882753) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

2
Kelly N. Buchfink
CRD#: 4396448
101 Summit Avenue, Ste. 910, Fort Worth, TX 76102

Kelly Buchfink (CRD# 4396448) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has over 22 years of experience in the finance industry.

3
Joshua W. Strittmatter
CRD#: 4617567
119 North Main Street, Suite 2, Weatherford, TX 76086

Joshua Strittmatter (CRD# 4617567) is an Investment Advisor Representative working at Swmg, LLC in Weatherford, TX and has over 21 years of experience in the finance industry.

4
Kory A. Morawietz
CRD#: 7132419
101 Summit Avenue, Ste. 910, Fort Worth, TX 76102

Kory Morawietz (CRD# 7132419) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

5
Cooper W. Segars
CRD#: 7569358
101 Summit Avenue, Ste. 910, Fort Worth, TX 76102

Cooper Segars (CRD# 7569358) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

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