Home
›
Firms
›
SWP FINANCIAL LLC
SWP FINANCIAL LLC
SALIENT WEALTH PLANNING
SAN DIEGO, California
·
1 registered advisor
·
CRD# 327885
SEC# 801-128911
0
858-768-0094
01
Firm Overview
AUM
$159M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SWP FINANCIAL LLC
1 registered advisor
Philip Edwin Smith
SAN DIEGO, California
CRD# 4231653
05
Office Locations
SAN DIEGO, California
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. SWP FINANCIAL LLC (CRD# 327885) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.