Swbc Investment Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
26
Avg account
$0

Firm details

Headquarters
San Antonio, Texas
CRD number
133715
Registered since
May 31, 2005

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joan Cleveland

    Joan Cleveland

    President and CEOCRD 1740453

  • Donald Rykert

    Donald Rykert

    CEO and Managing DirectorCRD 2128744

Contacts

3 of 24
  • Joshua Lynch

    Joshua Lynch

    Director Of Portfolio ManagementCRD 5681679

  • Alejandro Ireta

    Alejandro Ireta

    Director of ComplianceCRD 5752503

  • Alejandro Sierra

    Alejandro Sierra

    Investment Adviser RepresentativeCRD 5792775

Unlock 21 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth