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SWBC INVESTMENT ADVISORY SERVICES LLC

CRD 156155 · SEC 801-72669

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900 SOUTH CAPITAL OF TEXAS, STE 155, AUSTIN, TX, 78746, United States

Phone

717.816.4162

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

—

Discretionary AUM

—

Team

9 total employees; 6 advisory reps; 2111 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Pension consultingEducational seminars

Client types

TypeClientsAUM
Pension/profit sharing plans2111$0

States served

NE, TX

All web addresses on file

Official SEC filing: View on IAPD