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SW ADVISORS, LLC
CRD 306940
706 WOODCREST AVE, ROYAL OAK, MI, 48067, United States
Phone
248-404-8453
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.0M
Discretionary AUM
$16.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)INSTITUTIONAL MGMT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $13.5M |
All web addresses on file
Official SEC filing: View on IAPD