Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > colorado > durango > SWAN WEALTH ADVISORS, LLC
SWAN WEALTH ADVISORS, LLC
1099 Main Ave.
Suite 206
Durango, Colorado 81301
Tel: 970-382-8901
About SWAN WEALTH ADVISORS, LLC
SWAN WEALTH ADVISORS, LLC, formally registered with the SEC as SWAN WEALTH ADVISORS, LLC. The firm was established in 03/16/2018. They have over 2 offices throughout the country.
SWAN WEALTH ADVISORS, LLC is a Durango, Colorado based Financial Planning firm with nearly $85,728,719 assets under management, offering retirement planning & investment advisory services to 37 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292755 |
| SEC# | 801-112612 |
| Assets Managed by Firm | $85,728,719 |
| No. of Clients | 37 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Other (FAMILY OFFICE ADVISORY)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 37 | $85,728,719 |
More Retirement Planning firms in Durango, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $134,279,160,181 | 188739 | 766 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 |
Explore More Retirement Advisors in Durango, Colorado