SWAN RETIREMENT STRATEGIES

SWAN RETIREMENT STRATEGIES of SARASOTA, FL is an SEC-registered investment adviser (CRD 332099). Regulatory assets under management: $48.0M.

Registration

• CRD: 332099
• Type: Registered investment adviser
• Location: 2553 FRUITVILLE ROAD, SARASOTA, FL, 34237
• Phone: (941) 271-9005
• Latest filing: 2026-02-16
• Regulatory AUM: $48.0M
• Discretionary AUM: $47.5M
• Non-discretionary AUM: $542K
• Clients: 2
• Accounts: 323

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 332099 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search