RETIRE WITH SWAN

RETIRE WITH SWAN is an SEC-registered investment adviser (CRD 310807). Regulatory assets under management: $11.8M.

Registration

• CRD: 310807
• Type: Registered investment adviser
• Phone: 940.373.5877
• Latest filing: 2026-07-22
• Regulatory AUM: $11.8M
• Discretionary AUM: $11.8M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310807 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search