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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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