Falists
← Back to search

RED SWAN PRIVATE CLIENT

REDSWAN PC, INC

CRD 307278 · SEC 801-118188

Visit website

4201 MAIN ST, SUITE 203, HOUSTON, TX, 77002, United States

Phone

713-360-7928

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.3M

Discretionary AUM

$0

Team

8 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; ONE TIME CONSULTING FEE

Org form

Corporation

Filing date

2026-03-04

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Corporations/business entities7$165.3M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD