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Building 2SWMG, LLC

Map pinFORT WORTH, TX
Phone817-210-3444
NotebookSEC #801-116898
Total AUM
$430.4M
Employees
19
Clients
429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3343 LOCKE AVE
STE 107
FORT WORTH
TX 76107
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
817-210-3444

ReceiptFinancials

Total AUM
$430.4M
Accounts
1,652
Discretionary
$425.2M
Accounts
1,600
Non-Discretionary
$5.1M
Accounts
52

ContactClients

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Individual Clients
268
AUM
$100M
HNW Individual Clients
161
AUM
$330.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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