Swmg, LLC

Swmg, LLC (CRD# 166688) is a financial advisory firm headquartered in Fort Worth, TX. They manage $88,046,399 in 605 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $145,531
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Swmg, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Joshua W. Strittmatter
CRD#: 4617567
2000 E Lamar Blvd, Ste. 600, Arlington, TX 76006
96
Wealthminder
score

Joshua Strittmatter (CRD# 4617567) is an Investment Advisor Representative working at Swmg, LLC in Arlington, TX and has over 15 years of experience in the finance industry. Joshua Strittmatter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carol S. Allen
CRD#: 6882753
500 W 7th St, Fort Worth, TX 76102
87
Wealthminder
score

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.

3
Jessica A. Stainsby
CRD#: 6211013
101 Summit Avenue, Ste. 910, Fort Worth, TX 76102
87
Wealthminder
score

Jessica Stainsby (CRD# 6211013) is an Investment Advisor Representative working at Swmg, LLC in Fort Worth, TX and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.