Sws Strategies, L.L.C. is a large advisory firm based in Dallas. It manages $114.17 million of regulatory assets for 349 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Texas.
Sws Strategies, L.L.C provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sws Strategies, L.L.C. is $114.17 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sws Strategies, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Sws Strategies, L.L.C. performs its advisory services is located at 5310 Harvest Hill Road, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-960-6460 or by fax 972-960-6455. The normal business hours are 8:00am to 5:00pm on Monday - Friday.