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Building 2SWAN WEALTH ADVISORS, LLC

Map pinDURANGO, CO
Phone970-382-8901
NotebookSEC #801-112612
Total AUM
$98M
Employees
2
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1099 MAIN AVE.
SUITE 206
DURANGO
CO 81301
United States
Operating Hours
7:00 - 5:00
Monday - Friday
Phone
970-382-8901
Other Offices
1

ReceiptFinancials

Total AUM
$98M
Accounts
47
Discretionary
$98M
Accounts
47
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
47
AUM
$98M
Description of Other Clients
FAMILY OFFICE

Briefcase businessServices

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Services Offered
Other Services
Other Services
FAMILY OFFICE ADVISORY
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLAPRTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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