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Building 2SWIFTWATER CAPITAL

Map pin
Phone971-453-0130
NotebookSEC #801-134878
Total AUM
$170.9M
Employees
3
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
971-453-0130

ReceiptFinancials

Total AUM
$170.9M
Accounts
201
Discretionary
$170.9M
Accounts
201
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
22
AUM
$7.8M
HNW Individual Clients
23
AUM
$159.6M
Corporation or Business Clients
4
AUM
$3.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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