Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > fort worth > SWMG, LLC
SWMG, LLC
3343 Locke Ave
Ste 107
Fort Worth, Texas 76107
Tel: 817-210-3444
About SWMG, LLC
SWMG, LLC, formally registered with the SEC as SWMG, LLC. The firm was established in 07/03/2019. They have over 1 offices throughout the country.
SWMG, LLC is a Fort Worth, Texas based Financial Planning firm with nearly $249,015,617 assets under management, offering retirement planning & investment advisory services to 1174 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166688 |
| SEC# | 801-116898 |
| Assets Managed by Firm | $249,015,617 |
| No. of Clients | 1174 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1174 | $249,015,617 |
| Individuals (other than high net worth individuals) | 221 | $90,136,420 |
| High net worth individuals | 81 | $158,879,197 |
More Retirement Planning firms in Fort Worth, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Fort Worth, Texas