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).
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Total Assets Under Management196MILLION
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Total Number of Accounts1,095ACCOUNTS
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Average Account Value$179,359
- 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
- Educational seminars/workshops
- Other
TX
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.
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.
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.
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.
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.