SWBC INVESTMENT COMPANY

9311 San Pedro Avenue
Suite 600
San Antonio, Texas 78216-4459
Tel: 210-376-3279

About SWBC INVESTMENT COMPANY

SWBC INVESTMENT COMPANY, formally registered with the SEC as SWBC INVESTMENT COMPANY. The firm was established in 06/25/2007. They have over 8 offices throughout the country.

SWBC INVESTMENT COMPANY is a San Antonio, Texas based Financial Planning firm with nearly $345,837,406 assets under management, offering retirement planning & investment advisory services to 250 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140994
SEC#	801-68054
Assets Managed by Firm	$345,837,406
No. of Clients	250
No. of Advisors	35

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	250	$345,837,406
Individuals (other than high net worth individuals)	149	$11,621,200
High net worth individuals	63	$145,219,400

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