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Robert Bradley Swan

SWAN GLOBAL INVESTMENTS, LLC·DURANGO, Colorado
Clean recordSWAN GLOBAL INVESTMENTS, LLC
1099 MAIN AVE, DURANGO, CO 81301CRD# 5745866Firm CRD# 114669

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Bradley Swan · DURANGO, CO
Registration
CRD #5745866 · SWAN GLOBAL INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Bradley Swan is a registered financial advisor based in DURANGO, Colorado, affiliated with SWAN GLOBAL INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Introduction

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03

Firm Overview

Firm
SWAN GLOBAL INVESTMENTS, LLC
SWAN GLOBAL INVESTMENTS, LLC
AUM
$2.1B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at SWAN GLOBAL INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5745866
Firm CRD# 114669
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Bradley Swan offer?
Robert Bradley Swan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DURANGO, Colorado for a consultation.
What are Robert Bradley Swan's credentials?
Robert Bradley Swan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bradley Swan located?
Robert Bradley Swan is based in DURANGO, Colorado, working with SWAN GLOBAL INVESTMENTS, LLC. Their office serves clients in the DURANGO metropolitan area and surrounding communities.
How does Robert Bradley Swan charge for services?
Robert Bradley Swan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWAN GLOBAL INVESTMENTS, LLC?
SWAN GLOBAL INVESTMENTS, LLC has approximately 18 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWAN GLOBAL INVESTMENTS, LLC

James A Engelken
DURANGO, CO

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