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SWP INVESTMENT MANAGEMENT LLC
CRD 331314 · SEC 801-130403
5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131, United States
Phone
216-800-9000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.4M
Discretionary AUM
$138.4M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $138.4M |
States served
OH
Official SEC filing: View on IAPD