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Building 2SWELL INVESTING LLC

Map pinSANTA MONICA, CA
Phone949-566-8985
NotebookSEC #801-108656
Total AUM
$33M
Employees
43
Clients
14,121

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 ARIZONA AVENUE
SUITE 400
SANTA MONICA
CA 90401
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
949-566-8985

ReceiptFinancials

Total AUM
$33M
Accounts
14,122
Discretionary
$33M
Accounts
14,122
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13,484
AUM
$19.9M
HNW Individual Clients
636
AUM
$4.7M
Corporation or Business Clients
1
AUM
$8.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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