SW ADVISORS, LLC
Firm details
- Headquarters
- ROYAL OAK, Michigan
- CRD number
- 306940
- Website
- swadvising.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals84.38%
- HNWI15.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
SW Advisors, LLC is a small, privately owned limited liability advisory firm that serves individual and family clients, as well as small businesses and institutional accounts. The firm provides discretionary portfolio management and charges either a percentage of assets under management or fixed fees. According to available disclosures, SW Advisors does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Ownership is held by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities88%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- US Government Bonds3%
Contacts
1 of 1SCOTT WLOSZEK
Managing MemberCRD 7209624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROYAL OAK, MI
OAKLAND
Location
ROYAL OAK, MI
Headquartered in ROYAL OAK, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 706 Woodcrest Dr
- Time zone
- ET (UTC-5)
- Office locations
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