Clifford Swan Investment Counselors

EST. AUM
$4,143,559,319

CONTACTS
18

CLIENT ACCOUNTS
2,522

Firm Details

Metro area Los Angeles
CRD Number 108033
Website cliffordswan.com
Client types

Overview

Clifford Swan Investment Counselors advises individuals, families, and mid-sized institutions, crafting personalized strategies for wealth preservation and growth. The firm is completely independent and employs a disciplined, long-term approach toward investment management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Clifford Swan Investment Counselors

Platform Details

Investment Preferences

Alternative Activity

Address

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