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SWIFT CREEK REAL ESTATE PARTNERS LLC
SWIFT CREEK REAL ESTATE PARTNERS LLC
SWIFT CREEK PARTNERS
DALLAS, Texas
·
4 registered advisors
·
CRD# 329614
SEC# 801-129406
0
214-692-4200
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at SWIFT CREEK REAL ESTATE PARTNERS LLC
4 registered advisors
Ann Margaret Melasky
DALLAS, Texas
CRD# 7847366
Gregory Scott Laczkowski
DALLAS, Texas
CRD# 7923187
Matthew Paul Leyrer
DALLAS, Texas
CRD# 7923192
Scott Randall Fitzgerald
DALLAS, Texas
CRD# 2209506
05
Office Locations
DALLAS, Texas
4 advisors
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Data sourced from SEC Form ADV filings. SWIFT CREEK REAL ESTATE PARTNERS LLC (CRD# 329614) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.