Swbc Investment Services, LLC

Overview

Swbc Investment Services, LLC is an SEC-registered limited liability company that appears in FINTRX as an investment services firm; its SEC registration dates to 2005. Ownership is listed as a combination of a domestic entity and one or more individuals. The snapshot classifies the firm as unclassified and indicates it does not act as a capital allocator. FINTRX also flags the firm as not active on ESG initiatives, not a pension consultant, and not a related adviser. Publicly available firm-level detail in FINTRX is limited: the dataset does not list business lines, fee models, client segments, or specific advisory activities for Swbc Investment Services, LLC.

Assets & Accounts

Location & Offices