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SWAN GLOBAL INVESTMENTS, LLC
CRD 114669 · SEC 801-70881
1099 MAIN AVE, SUITE 206, DURANGO, CO, 81301, United States
Phone
970-382-8901
Fax
970-382-8901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.39B
Discretionary AUM
$2.39B
Team
17 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1183 | $379.8M |
| High net worth individuals | 31 | $12.7M |
| Investment companies | 17 | $2.00B |
States served
CA, CO, IL, MD, MA, MI, NJ, NY, PR, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD