AdvisorOS Directory
Claim Profile
Unclaimed Profile
RS

Randall William Swan

SWAN WEALTH ADVISORS, LLC·DURANGO, Colorado
Clean record25 years registeredSWAN WEALTH ADVISORS, LLC
1099 MAIN AVE., DURANGO, CO 81301CRD# 4464653Firm CRD# 292755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Randall William Swan · DURANGO, CO
Registration
CRD #4464653 · SWAN WEALTH ADVISORS, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

SWAN GLOBAL INVESTMENTS, LLC
Oct 2000 – present
02

Registrations & Exams

Registration record
First registered · October 19, 2000
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SWAN WEALTH ADVISORS, LLC
CRD 292755 · SEC 801-112612
AUM
$86M
Regulatory assets under management
Employees
3
37 client accounts
Services offered by SWAN WEALTH ADVISORS, LLC
Per Form ADV
Other
View all advisors at SWAN WEALTH ADVISORS, LLC →
Introduction

Speak with Randall

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Randall is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DURANGO?

Browse all registered financial advisors in DURANGO, Colorado or claim this profile if it's yours.

Browse DURANGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Randall William Swan offer?
Randall William Swan is a registered financial advisor in DURANGO, Colorado. Contact their office for details on services offered.
What are Randall William Swan's credentials?
Randall William Swan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Randall William Swan located?
Randall William Swan is based in DURANGO, Colorado, working with SWAN WEALTH ADVISORS, LLC. Their office serves clients in the DURANGO metropolitan area and surrounding communities.
How does Randall William Swan charge for services?
Randall William Swan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWAN WEALTH ADVISORS, LLC?
SWAN WEALTH ADVISORS, LLC has approximately 3 employees and manages $86M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SWAN WEALTH ADVISORS, LLC

Ethan Bates
DURANGO, CO
Bradley Owen Ackerman
DURANGO, CO
Eugene William Miller
DURANGO, CO

More Advisors in DURANGO, Colorado

Michael Ellis Tyler
FAMILY FINANCIAL SOLUTIONS GROUP, LLC·DURANGO, CO
CFP
David Scott Mcalvany
MCALVANY WEALTH MANAGEMENT, LLC·DURANGO, CO
James A Engelken
SWAN GLOBAL INVESTMENTS, LLC·DURANGO, CO
Gregory Stephen Wheeldon
INTELLIGENT INVESTMENT MANAGEMENT,LLP·DURANGO, CO
Robert Bradley Swan
SWAN GLOBAL INVESTMENTS, LLC·DURANGO, CO
Robert Keith Draper
MCALVANY WEALTH MANAGEMENT, LLC·DURANGO, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (528)GREENWOOD VILLAGE (163)BOULDER (93)COLORADO SPRINGS (87)ENGLEWOOD (48)CENTENNIAL (42)LITTLETON (33)FORT COLLINS (32)MONUMENT (25)LAKEWOOD (21)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile