Swbc Investment Services, LLC
Firm details
- Headquarters
- San Antonio, Texas
- CRD number
- 133715
- Registered since
- May 31, 2005
- Website
- www.swbc.com
Firm profile
FINTRXOverview
Swbc Investment Services, LLC is organized as a limited liability company with ownership tied to domestic entity and individual stakeholders. Publicly available profile fields are sparse: the firm is classified as "unclassified" in the data source and is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser. The firm did not provide detail on its client segments, fee model, specific business activities, or advisory services, and no activities or affiliations were supplied.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Joan Cleveland
President and CEOCRD 1740453

Donald Rykert
CEO and Managing DirectorCRD 2128744
Contacts
3 of 24
Joshua Lynch
Director Of Portfolio ManagementCRD 5681679

Alejandro Ireta
Director of ComplianceCRD 5752503

Alejandro Sierra
Investment Adviser RepresentativeCRD 5792775
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Antonio, TX
Bexar
Location
San Antonio, TX
Headquartered in San Antonio, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- Bexar
- Address
- 9311 San Pedro Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Frost Brokerage Services, Inc.
Broker-DealerSan Antonio, TX
Sendero Securities, LLC
Broker-DealerSan Antonio, TX
Mcnally Financial Services Corporation
Broker-DealerSan Antonio, TX
M. E. Allison & Co, Inc.
Broker-DealerSan Antonio, TX
Allegro Securities LLC
Broker-DealerSan Antonio, TX
Usaa Investment Services Company
Broker-DealerSan Antonio, TX