Unclaimed Profile

Ross Owen Swimmer

NATIVE AMERICAN FUND ADVISORS LLC·TULSA, Oklahoma

Clean recordNATIVE AMERICAN FUND ADVISORS LLC

1616 EAST 15TH STREET, TULSA, OK 74120CRD# 4374214Firm CRD# 108149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ross Owen Swimmer · TULSA, OK

Registration

CRD #4374214 · NATIVE AMERICAN FUND ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ross Owen Swimmer is a registered financial advisor based in TULSA, Oklahoma, affiliated with NATIVE AMERICAN FUND ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Ross

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

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

Firm Overview

Firm

NATIVE AMERICAN FUND ADVISORS LLC

AUM

$35M

Regulatory assets under management

Employees

Total firm employees

View all advisors at NATIVE AMERICAN FUND ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 4374214

Firm CRD# 108149

View on FINRA BrokerCheck →

Looking for a financial advisor in TULSA?

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

Browse TULSA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ross Owen Swimmer offer?

Ross Owen Swimmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.

What are Ross Owen Swimmer's credentials?

Ross Owen Swimmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ross Owen Swimmer located?

Ross Owen Swimmer is based in TULSA, Oklahoma, working with NATIVE AMERICAN FUND ADVISORS LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.

How does Ross Owen Swimmer charge for services?

Ross Owen Swimmer's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NATIVE AMERICAN FUND ADVISORS LLC?

NATIVE AMERICAN FUND ADVISORS LLC has approximately 8 employees and manages $35M 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 →