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SWP INVESTMENT MANAGEMENT LLC
SWP INVESTMENT MANAGEMENT LLC
INDEPENDENCE, Ohio
·
6 registered advisors
·
CRD# 331314
SEC# 801-130403
0
216-800-9000
01
Firm Overview
AUM
$81M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SWP INVESTMENT MANAGEMENT LLC
6 registered advisors
Anthony A Zabiegala
INDEPENDENCE, Ohio
CRD# 5494869
Mark M Tepper
INDEPENDENCE, Ohio
CRD# 4417859
Matthew Allen Bures
INDEPENDENCE, Ohio
CRD# 6596101
Matthew Howard Geary
INDEPENDENCE, Ohio
CRD# 4811721
Nathan Michael Fischer
INDEPENDENCE, Ohio
CRD# 7326451
Robert John Lambert
INDEPENDENCE, Ohio
CRD# 7534302
05
Office Locations
INDEPENDENCE, Ohio
6 advisors
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Data sourced from SEC Form ADV filings. SWP INVESTMENT MANAGEMENT LLC (CRD# 331314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.