SWAIMBROWN WEALTH MANAGEMENT LLC
SWAIMBROWN WEALTH MANAGEMENT LLC of CLINTON, SC is an SEC-registered investment adviser (CRD 133492). Regulatory assets under management: $137.7M.
Registration
- CRD: 133492
- SEC file number: 801-113689
- Type: Registered investment adviser
- Location: 301 NORTH BROAD STREET, CLINTON, SC, 29325
- Phone: 864-547-8018
- Latest filing: 2023-03-30
- Regulatory AUM: $137.7M
- Discretionary AUM: $137.7M
- Clients: 2
- Accounts: 93
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| PEAY J JAY | MANAGING MEMBER | — |
| KEIM SCOTT | MEMBER | — |
| RAMAGE DAVID FRANKLIN | MANAGING DIRECTOR / CCO | — |
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