SWM Advisors

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SWM Advisors — overview

About

Established in 2011, SWM Advisors is a US-based wealth manager. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offers include financial planning, portfolio management, corporate retirement planning, estate planning, and fiduciary services. The wealth manager provides advisory services to high-net-worth individuals, foundations, institutional retirement plans, corporations or business entities, and municipalities. In August 2023, SWM Advisors was acquired by Pensionmark Financial Group.

SWM Advisors - known decision makers (2)

Contact Name	Position	Location	Email	Telephone	Asset Class
	Founder & Chief Executive Officer	St. Petersburg, US			GEN
	Managing Partner	St. Petersburg, US			GEN

Showing 2 of 2 known decision makers SWM Advisors

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