Dakota
Dakota
Book a Demo
Talk to an Expert

SWBC Investment Company

EST. AUM
$594,418,448

CONTACTS
8

CLIENT ACCOUNTS
393

Firm Details

Metro area San Antonio
CRD Number 140994
Website swbc.com
Client types

Overview

SWBC offers comprehensive investment services designed to help clients achieve financial goals with a personalized, strategic approach. Their offerings include investment management, financial planning, and retirement solutions, all focused on building long-term wealth. SWBC provides expert guidance tailored to each client’s unique needs and objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy