SWP INVESTMENT MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$138,428,164
Discretionary
$138,428,164
Non-discretionary
$0
Firm details
- CRD number
- 331314
- SEC file number
- 801-130403
- Main office
- INDEPENDENCE, OH, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.