Assets Under Management
$229.2M
Number of Clients
406
Number of Advisors
14
Average Client AUM
$565K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
SWBC Investment Company provides portfolio management services through various wrap-fee programs utilizing platforms like Orion Advisor and Envestnet. They work with clients to develop investment profiles and select suitable third-party managers and models, monitoring portfolio performance for consistency with client objectives. Fees cover asset management, transaction costs, and custodial services.
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459