SWAN CAPITAL MANAGEMENT, LLC

1099 Main Ave.
Suite 206
Durango, Colorado 81301
Tel: 970-382-8901

About SWAN CAPITAL MANAGEMENT, LLC

SWAN CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SWAN CAPITAL MANAGEMENT, LLC. The firm was established in 05/25/2012. They have over 1 offices throughout the country.

SWAN CAPITAL MANAGEMENT, LLC is a Durango, Colorado based Financial Planning firm with nearly $1,385,289,297 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164280
SEC#	801-76701
Assets Managed by Firm	$1,385,289,297
No. of Clients	20
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$1,385,289,297

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