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Swmg, LLC

Headquartered in FORT WORTH, TX

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Firm Information

Swmg, LLC is a registered investment advisor based in FORT WORTH, TX. They have 2 licensed agents and 5 investment advisor representatives. The firm has approximately $249,015,617 in regulatory assets under management across 1,174 accounts. Swmg, LLC provides financial planning, portfolio management for individuals, and educational seminars. They serve a diverse clientele, including high-net-worth individuals and individuals other than high-net-worth.

Swmg, LLC

3343 LOCKE AVE

FORT WORTH, TX 76107

$249.02M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (4)

SWMG, LLC has a total of 4 branch locations across the country.
location

WEATHERFORD, TX

location

FORT WORTH, TX

location

Fort Worth, TX

location

Arlington, TX

Advisors at Swmg, LLC

View All 5 Advisors
Unclaimed
Carol Sue Allen

RA

Fort Worth, TX

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Unclaimed
Kelly Nicole Buchfink

CFP®, RA

FORT WORTH, TX

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Unclaimed
Joshua William Strittmatter

CFP®, RA

WEATHERFORD, TX

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Unclaimed
Kory Allen Morawietz

CFP®, RA

FORT WORTH, TX

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Unclaimed
Cooper W Segars

RA

FORT WORTH, TX

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Disclosures

There are no public disclosures for Swmg, LLC.

Frequently Asked Questions (7)

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