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SWAN RETIREMENT STRATEGIES
SWAN INVESTMENT STRATEGIES, LLC
CRD 332099
2553 FRUITVILLE ROAD, SARASOTA, FL, 34237, United States
Phone
(941) 271-9005
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$48.0M
Discretionary AUM
$47.5M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $26.7M |
| High net worth individuals | 27 | $18.4M |
| Pooled investment vehicles | 1 | $542K |
| Corporations/business entities | 7 | $2.3M |
All web addresses on file
Official SEC filing: View on IAPD