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SWBC INVESTMENT COMPANY
SAN ANTONIO, TX
210-376-3279
SEC #801-68054Total AUM
$256M
Employees
33Clients
494Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9311 SAN PEDRO AVENUE
SUITE 600
SAN ANTONIO
TX 78216-4459
United States
SUITE 600
SAN ANTONIO
TX 78216-4459
United States
Operating Hours
8 AM TO 5 PM CT
Monday - Friday
Monday - Friday
Phone
210-376-3279
Other Offices
3
Financials
Total AUM
$256M
Accounts
494Discretionary
$197.5M
Accounts
470Non-Discretionary
$58.5M
Accounts
24
Clients
Individual Clients
391AUM
$19.4M
HNW Individual Clients
79AUM
$178.1M
Pooled Vehicle Clients
8AUM
$6.2M
Other Clients
16AUM
$52.2M
Description of Other Clients
ERISA ADVISORY PLANS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORS TO GROUP RETIREMENT PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADVISOR TO ERISA PLANS AS 3(21) FIDUCIARY
Compliance
Disclosures
None reported
State Registrations
CTFLKSLANCNJTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.