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SWAN GLOBAL MANAGEMENT LLC

UUID4ce9a683-8641-57d5-a14c-f387d18f14b8
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 173621 173621 1.0
sec_file_number 801-80552 801-80552

Profile

WebsiteHTTP://WWW.SWANWEALTHADVISORS.COM
HQ CityHUMACAO
HQ StatePR
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • SWAN GLOBAL MANAGEMENT adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)2,406,792,590.0
  • RAUM (discretionary)2,406,792,590.0
  • Actionable assets1,809,059,817.0
  • Accounts1,969.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM95,135,132.0

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.