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SWAIMBROWN WEALTH MANAGEMENT LLC
SWAIMBROWN WEALTH MANAGEMENT LLC
CLINTON, South Carolina
·
3 registered advisors
·
CRD# 133492
SEC# 801-113689
1
864-547-8018
01
Firm Overview
AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SWAIMBROWN WEALTH MANAGEMENT LLC
3 registered advisors
David Franklin Ramage
CLINTON, South Carolina
CRD# 4201521
J Jay Peay
CLINTON, South Carolina
CRD# 4893314
Scott Keim
CLINTON, South Carolina
CRD# 5468333
05
Office Locations
CLINTON, South Carolina
3 advisors
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Data sourced from SEC Form ADV filings. SWAIMBROWN WEALTH MANAGEMENT LLC (CRD# 133492) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.