SWAN & LEGEND
Firm details
- Headquarters
- LEESBURG, Virginia
- CRD number
- 175323
- Registered since
- March 11, 2015
- Website
- www.swanandlegend.com
Firm profile
FINTRXOverview
Swan & Legend operates as a limited liability company that has been SEC-registered since 2015 and is owned by an individual. The firm is classified as unclassified in the snapshot data and does not present itself as a multi-state adviser, pension consultant, or capital allocator. It is not flagged as an active ESG investor. Firm activity centers on sponsoring and managing pooled investment vehicles: the organization is identified as a sponsor, general partner, and managing member for private pooled funds rather than as a traditional advisory business serving retail account households.
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
Contacts
3 of 3ANTHONY NADER
PartnerCRD 6461515
FREDRICK SCHAUFELD
PartnerCRD 6461511
DAVID STRASSER
PartnerCRD 2476788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LEESBURG, VA
LOUDOUN
Location
LEESBURG, VA
Headquartered in LEESBURG, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- LOUDOUN
- Address
- 108 Loudoun St SW
- Time zone
- ET (UTC-5)
- Office locations
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