AdvisorOS Directory
Claim Profile
MB

Matthew Allen Bures

SWP INVESTMENT MANAGEMENT LLC·INDEPENDENCE, Ohio
Unclaimed Profile
5005 ROCKSIDE ROAD, INDEPENDENCE, OH 44131CRD# 6596101Firm CRD# 331314
01

About

Matthew Allen Bures is a registered financial advisor based in INDEPENDENCE, Ohio, affiliated with SWP INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
SWP INVESTMENT MANAGEMENT LLC
SWP INVESTMENT MANAGEMENT LLC
AUM
$81M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SWP INVESTMENT MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6596101
Firm CRD# 331314
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in INDEPENDENCE?

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

Browse INDEPENDENCE 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 Matthew Allen Bures offer?
Matthew Allen Bures specializes in Investment Management, Fee-Only Advisory. Contact their office in INDEPENDENCE, Ohio for a consultation.
What are Matthew Allen Bures's credentials?
Matthew Allen Bures is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Allen Bures located?
Matthew Allen Bures is based in INDEPENDENCE, Ohio, working with SWP INVESTMENT MANAGEMENT LLC. Their office serves clients in the INDEPENDENCE metropolitan area and surrounding communities.
How does Matthew Allen Bures charge for services?
Matthew Allen Bures'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 SWP INVESTMENT MANAGEMENT LLC?
SWP INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $81M 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 in INDEPENDENCE
Roger Farnham Rankin — IDR INVESTMENT MANAGEMENT, LLCRichard Thurlow Schwarz — EDGEWATER CAPITAL MANAGEMENT, LLCMark Joseph Mccandless — PATHFINDER WEALTH ADVISORS LLCStephen Andrew Yarmesch — RIVERVIEW RESEARCH, LLCGary Albert Zdolshek — IDR INVESTMENT MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile