SWAN GLOBAL INVESTMENTS, LLC

1099 Main Ave
Suite 206
Durango, Colorado 81301
Tel: 970-382-8901

About SWAN GLOBAL INVESTMENTS, LLC

SWAN GLOBAL INVESTMENTS, LLC, formally registered with the SEC as SWAN GLOBAL INVESTMENTS, LLC. The firm was established in 01/04/2010. They have over 1 offices throughout the country.

SWAN GLOBAL INVESTMENTS, LLC is a Durango, Colorado 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 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114669
SEC#	801-70881
Assets Managed by Firm	$2,105,953,989
No. of Clients	2483
No. of Advisors	18

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 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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