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SWAN GLOBAL MANAGEMENT
20 Ridge Top Dr.
Palmas Del Mar
Humacao, Puerto Rico 00791
Tel: 970-382-9055
About SWAN GLOBAL MANAGEMENT
SWAN GLOBAL MANAGEMENT, formally registered with the SEC as SWAN GLOBAL MANAGEMENT. The firm was established in 11/17/2014. They have over 1 offices throughout the country.
SWAN GLOBAL MANAGEMENT is a Humacao, Puerto Rico based Financial Planning firm with nearly $2,105,953,989 assets under management, offering retirement planning & investment advisory services to 2483 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173621 |
| SEC# | 801-80552 |
| Assets Managed by Firm | $2,105,953,989 |
| No. of Clients | 2483 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2483 | $2,105,953,989 |
| Individuals (other than high net worth individuals) | 2420 | $710,578,113 |
| High net worth individuals | 43 | $7,333,824 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,908,935,832 | 18 | 12 | |
| $4,385,973,905 | 3147 | 3 | |
| $2,584,254,305 | 2 | 1 | |
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| $2,218,085,727 | 11 | 12 |
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