SWAN GLOBAL INVESTMENTS, LLC - Financial Advisor in Colorado, Durango

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

About SWAN GLOBAL INVESTMENTS, LLC

SWAN GLOBAL INVESTMENTS, LLC is a Durango, Colorado based financial advisory firm with nearly $2,105,953,989 in assets under management and provides investment advisory services for 2483 clients. There are currently 18 financial advisors at the firm.

General Information

Firm CRD#:

114669

Firm SEC#:

801-70881

Assets Under Management:

$2,105,953,989

No. of Clients:

2483

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Colorado?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Colorado, Durango

FirmCRD#:164280

SEC#:801-76701

No. of Advisors:8

No. of Clients:20

AUM:$1,385,289,297

FirmCRD#:172725

SEC#:801-80223

No. of Advisors:1

No. of Clients:21

AUM:$351,463,760

FirmCRD#:174672

SEC#:801-123154

No. of Advisors:3

No. of Clients:760

AUM:$196,910,579

FirmCRD#:146021

SEC#:801-71124

No. of Advisors:6

No. of Clients:450

AUM:$91,932,201

FirmCRD#:292755

SEC#:801-112612

No. of Advisors:3

No. of Clients:37

AUM:$85,728,719

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SWAN CAPITAL MANAGEMENT, LLC

164280

801-76701

$1,385,289,297

FAMILY FINANCIAL SOLUTIONS GROUP, LLC

172725

801-80223

$351,463,760

RED MOUNTAIN FINANCIAL PARTNERS

174672

801-123154

760

$196,910,579

MCALVANY WEALTH MANAGEMENT, LLC

146021

801-71124

450

$91,932,201

SWAN WEALTH ADVISORS, LLC

292755

801-112612

$85,728,719

Explore More Financial Advisor Firms in Durango, Colorado >>