Assets Under Management
$84.1M
Number of Clients
1
Number of Advisors
6
Average Client AUM
$84.1M
AUM per Advisor
$14.0M
Compensation
Fee-Only (AUM)
SWP Investment Management LLC offers customized portfolio management of exchange traded funds (ETFs) to meet specific investment goals. As a fiduciary, they prioritize client interests through open communication and education about their investment process.
5005 Rockside Road, Suite 1200, Independence, OH, 44131