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Swmg, LLC

● SEC registered since 2019CRD 166688SEC# 801-116898Fort Worth, TX
Export (members)
Reg. AUM
$320.1M
Employees
5
Accounts
1,388
Location
Fort Worth, TX

Swmg, LLC assets under management

Swmg, LLC is an SEC-registered investment adviser based in Fort Worth, TX. The firm has been registered since 2019. It reports $320.1 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/swmg-llcView on SEC.gov ↗

Swmg, LLC owners & executives

1 reported
NameTitleOwnershipSince
Joshua William Strittmatter ControlManaging Member And CcoOver 75%2013

Frequently asked questions

How much does Swmg, LLC manage?

Swmg, LLC reports $320.1 million in regulatory assets under management on its Form ADV.

How many employees does Swmg, LLC have?

Swmg, LLC reports 5 employees.

Where is Swmg, LLC located?

Swmg, LLC is based in Fort Worth, TX and has been SEC-registered since 2019.

Does Swmg, LLC disclose fund performance?

Swmg, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3343 Locke Ave, Ste 107, Fort Worth, TX 76107
Phone817-210-3444
Fax866-563-6994
Office hours8:00 a.m. To 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$320.1M
Total (RAUM)$320.1M