Marc Kootoku Odo

CFA · CFP

Swan Global Investments, LLC

16 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Swan Global Investments, LLC

Compensation

Fee-Only (AUM)

Firm Size

19 advisors

Number of Clients

1,969 clients

Average Client Portfolio

$1.2M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

Tarrytown, NY

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Swan Global Investments, LLC

April 2015 - Present · 10 yrs 10 mos

Previous Registrations

Accessor Capital Management LP

May 2000 - August 2006 · 6 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.