SWORD AND SHIELD SOLUTIONS LLC

SWORD AND SHIELD SOLUTIONS LLC is an SEC-registered investment adviser (CRD 333123). Regulatory assets under management: $300K.

Registration

• CRD: 333123
• Type: Registered investment adviser
• Phone: (651) 214-4867
• Latest filing: 2026-03-24
• Regulatory AUM: $300K
• Non-discretionary AUM: $300K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Fixed, Other.

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 333123 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search