1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SWAN & HERRING, LLC

Map pinLAGUNA NIGUEL, CA
Phone949-495-8870
NotebookSEC #801-60439
Total AUM
$67.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30011 IVY GLENN DRIVE, SUITE 200
LAGUNA NIGUEL
CA 92677-5017
USA
Operating Hours
6:00 A.M. - 3:00 P.M. PST
Monday - Friday
Phone
949-495-8870

ReceiptFinancials

Total AUM
$67.2M
Accounts
4
Discretionary
$67.2M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account