Swbc Investment Advisory Services LLC

Overview

Swbc Investment Advisory Services LLC operates as an institutional registered investment adviser that primarily serves institutional clients, with an emphasis on pension consulting. The firm registered with the SEC in 2011 and is structured as a limited liability company. Its business mix includes pension consulting and running educational seminars and workshops for clients or prospects. Compensation is delivered through a combination of percentage-of-AUM and fixed-fee arrangements. The firm is not identified as a capital allocator and is not described as a related adviser to another advisory entity. It does not self-identify as an active ESG investor. Reported ownership is a mix of a domestic entity and an individual, and Swbc Investment Advisory Services LLC lists affiliations across financial industry channels, including a broker-dealer, other investment advisers, an insurance company, and a real estate broker.

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Location & Offices