| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Edwin Smith Control | Managing Member & Chief Compliance Officer | Over 75% | 2023 |
Swp Financial LLC reports $199.9 million in regulatory assets under management on its Form ADV.
Swp Financial LLC reports 5 employees.
Swp Financial LLC is based in San Diego, CA and has been SEC-registered since 2023.
Swp Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3655 Nobel Dr., Suite 510, San Diego, CA 92122 |
| Phone | 858-768-0096 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $155.2M |
| Non-discretionary | $44.7M |
| Total (RAUM) | $199.9M |