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Building 2SWAN CAPITAL

Map pin
Phone(850) 380-9558
NotebookSEC #801-127762
Total AUM
$351.4M
Employees
21
Clients
671

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
Phone
(850) 380-9558
Other Offices
1

ReceiptFinancials

Total AUM
$351.4M
Accounts
2,344
Discretionary
$351.4M
Accounts
2,344
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
593
AUM
$126.4M
HNW Individual Clients
74
AUM
$194.2M
Pooled Vehicle Clients
4
AUM
$30.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGALANCTX

HandshakeAffiliates

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

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