Swbc Investment Services, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
25
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 and is registered with the SEC since 2005. Public profile fields are sparse: the firm is listed as owned by a domestic entity and an individual, and its classification in the source data is unclassified. The profile flags the firm as not an active ESG investor, not a multi-state adviser, not a capital allocator, not a pension consultant, and not a related adviser. The firm did not provide published details about its client segments, fee schedule, core business activities, or advisory offerings in the FINTRX entry.

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 23
  • Kyle Hittle

    Kyle Hittle

    Wealth AdvisorCRD 7886929

  • Hunter Darling

    Hunter Darling

    Wealth AdvisorCRD 8035786

  • Joshua Lynch

    Joshua Lynch

    Director Of Portfolio ManagementCRD 5681679

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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