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SWBC INVESTMENT COMPANY
SWBC INVESTMENT COMPANY
SAN ANTONIO, Texas
·
6 registered advisors
·
CRD# 140994
SEC# 801-68054
7
210-376-3279
01
Firm Overview
AUM
$346M
Regulatory assets under management
Employees
35
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SWBC INVESTMENT COMPANY
6 registered advisors
Alejandro G Ireta
SAN ANTONIO, Texas
CFP
CRD# 5752503
Cindy Lee Jorgensen
SAN ANTONIO, Texas
CRD# 2304138
Donald Scott Rykert
SAN ANTONIO, Texas
CRD# 2128744
John Patrick Tuohy
SAN ANTONIO, Texas
CRD# 4454485
Norbert F Fabre
SAN ANTONIO, Texas
CRD# 6800499
Patrick John Muras
SAN ANTONIO, Texas
CRD# 4605918
05
Office Locations
SAN ANTONIO, Texas
6 advisors
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Data sourced from SEC Form ADV filings. SWBC INVESTMENT COMPANY (CRD# 140994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.