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Building 2SWM ADVISORS

Map pinST. PETERSBURG, FL
Phone(727) 456-0011
NotebookSEC #801-107105
Total AUM
$639.2M
Employees
5
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE BEACH DRIVE SE
SUITE 301
ST. PETERSBURG
FL 33701
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
(727) 456-0011

ReceiptFinancials

Total AUM
$639.2M
Accounts
67
Discretionary
$633.8M
Accounts
57
Non-Discretionary
$5.4M
Accounts
10

ContactClients

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Individual Clients
35
AUM
$455M
HNW Individual Clients
29
AUM
$155.3M
Charitable Organization Clients
1
AUM
$207
Government Entity Clients
1
AUM
$6.2M
Corporation or Business Clients
2
AUM
$22.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY SRV TO CORP 401(K) PLANS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFL

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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