SWISS SELECT ADVISORS, LLC

DALLAS, Texas·2 registered advisors·CRD# 151914
SEC# 802-1273610212-796-6577
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at SWISS SELECT ADVISORS, LLC

2 registered advisors
Marvin Vance Bolt
DALLAS, Texas
Michael Scott Baldermann
DALLAS, Texas
05

Office Locations

DALLAS, Texas
2 advisors

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Data sourced from SEC Form ADV filings. SWISS SELECT ADVISORS, LLC (CRD# 151914) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.