RS
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Robert Bradley Swan

15 Years of Experience
1 Disclosure
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
19 advisors
Number of Clients
1,969 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
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Location

1099 Main Ave, Suite 206, Durango, CO, 81301

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History

Regulatory History (1)
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Criminal
March 1984
Final Disposition
Other Business Activities

Robert is a Director of Operations and part owner of Object Publishing Software, Inc., a print publishing automation services company. He has been involved with the company for over 10 years and dedicates about half of his time to it.

Employment History
Current Registrations
Swan Global Investments, LLC
March 2010 - Present · 15 yrs 11 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Robert Bradley Swan - Financial Advisor | TrueAdvisor