SWAN GLOBAL INVESTMENTS, LLC
Durango, CO
AUM
$2.39B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
970-382-8901
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
11 advisers found
SWAN CAPITAL MANAGEMENT, LLC
Durango, CO
AUM
$1.30B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
970-382-8901
RED MOUNTAIN FINANCIAL PARTNERS
Durango, CO
AUM
$225.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
970-259-1313
MCALVANY WEALTH MANAGEMENT, LLC
Durango, CO
AUM
$224.2M
Wealth MgmtInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
866-211-8970
INTELLIGENT INVESTMENT MANAGEMENT,LLP
Durango, CO
AUM
$104.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; NEW CLIENT ACCEPTANCE FEE
970-403-1234
PRIORITY FINANCIAL PARTNERS
Durango, CO
AUM
$100.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(970) 880-9577
SWAN WEALTH ADVISORS, LLC
Durango, CO
AUM
$98.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
970-382-8901
IRON RIVER CAPITAL LLC
Durango, CO
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(970) 426-5300
EVERGREEN WEALTH ADVISORS
Durango, CO
AUM
$46.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
970-403-3783
TAFOYA BARRETT AND ASSOCIATES PC
Durango, CO
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
970-259-8000
FAMILY FINANCIAL SOLUTIONS GROUP, LLC
Durango, CO
AUM
$500.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
970-259-1040
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