SWAN GLOBAL MANAGEMENT LLC

SWAN GLOBAL MANAGEMENT
HUMACAO, Puerto Rico·1 registered advisor·CRD# 173621
SEC# 801-805520970-382-9055
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementRetirement PlanningWealth ManagementFee-Only Advisory
04

Advisors at SWAN GLOBAL MANAGEMENT LLC

1 registered advisor
Laura K Swan
HUMACAO, Puerto Rico
05

Office Locations

HUMACAO, Puerto Rico
1 advisor

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Data sourced from SEC Form ADV filings. SWAN GLOBAL MANAGEMENT LLC (CRD# 173621) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.