AdvisorOS Directory
Claim Profile
DH

David Conrad Hinman

SW ASSET MANAGEMENT LLC·NEWPORT BEACH, California
Unclaimed Profile
23 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA 92660CRD# 2646512Firm CRD# 155393
01

About

David Conrad Hinman is a registered financial advisor based in NEWPORT BEACH, California, affiliated with SW ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SW ASSET MANAGEMENT LLC
SW ASSET MANAGEMENT LLC
AUM
$399M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SW ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2646512
Firm CRD# 155393
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

Browse NEWPORT BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Conrad Hinman offer?
David Conrad Hinman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are David Conrad Hinman's credentials?
David Conrad Hinman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Conrad Hinman located?
David Conrad Hinman is based in NEWPORT BEACH, California, working with SW ASSET MANAGEMENT LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does David Conrad Hinman charge for services?
David Conrad Hinman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SW ASSET MANAGEMENT LLC?
SW ASSET MANAGEMENT LLC is a registered investment adviser with the SEC, managing $399M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWPORT BEACH
Richard Stefan Whiteley — IHP CAPITAL PARTNERSShelli Janeen Black — IHP CAPITAL PARTNERSRobert James Westling — IHP CAPITAL PARTNERSBarry Scott Villines — IHP CAPITAL PARTNERSLaine Ryhiner Ainsworth — BEACON POINTE WEALTH ADVISORS, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile