Swan Consulting, Inc. is a large advisory firm based in Durango. It manages $103.4 million of regulatory assets for 114 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado and Texas.
Swan Consulting provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Swan Consulting, Inc. is $103.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Swan Consulting, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Swan Consulting, Inc. performs its advisory services is located at 277 E 3 Rd Ave, Durango, CO 81301, which is also the mailing address of the firm. An additional office of the firm is in Austin, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 970-382-8901 or by fax 970-382-9055. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.swanconsultinginc.com.