SW ASSET MANAGEMENT LLC

MIRAMAR, Florida·3 registered advisors·CRD# 155393

SEC# 802-106552954-907-6517

01

Firm Overview

AUM

$399M

Regulatory assets under management

Employees

—

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Investment Management Retirement Planning Wealth Management

04

Advisors at SW ASSET MANAGEMENT LLC

3 registered advisors

David Conrad Hinman

NEWPORT BEACH, California

Raymond Thompson Zucaro

MIRAMAR, Florida

Robert Stephen Venable

MIRAMAR, Florida

05

Office Locations

MIRAMAR, Florida

NEWPORT BEACH, California

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. SW ASSET MANAGEMENT LLC (CRD# 155393) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.