SWBC INVESTMENT COMPANY - Financial Advisor in Texas, San Antonio

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

About SWBC INVESTMENT COMPANY

SWBC INVESTMENT COMPANY is a San Antonio, Texas based financial advisory firm with nearly $345,837,406 in assets under management and provides investment advisory services for 250 clients. There are currently 35 financial advisors at the firm.

General Information

Firm CRD#:

140994

Firm SEC#:

801-68054

Assets Under Management:

$345,837,406

No. of Clients:

250

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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