Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 20 Ridge Top Dr., Palmas Del Mar Humacao, PR, 00791 | $2,105,953,989 | 2483 | 3 | A percentage of AUM |
QualificationsFirm CRD# 173621
Assets Under Management $2,105,953,989
No. Of Clients2483
Clients Per Financial Advisor828
SWAN GLOBAL MANAGEMENT is a financial advisory firm situated in Humacao, Puerto Rico. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2483 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.