SWELL INVESTING LLC
CRD #285058 SEC #801-108656 SANTA MONICA, CA 949-566-8985
SEC Registered
Total AUM
$33M
Discretionary
$33M
Employees
43
Clients
--
Accounts
14,122
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $33M | $33M | $0 | 43 | 9,567 |
| Mar 2019 | $33M | $33M | $0 | 43 | 9,567 |
| Jan 2019 | $21.1M | $21.1M | $0 | 32 | 9,567 |
| Aug 2018 | $21.1M | $21.1M | $0 | 32 | 9,567 |
| Aug 2018 | $21.1M | $21.1M | $0 | 32 | 9,567 |
| Mar 2018 | $16.4M | $16.4M | $0 | 30 | 0 |
| Mar 2017 | $6.6M | $6.6M | $0 | 10 | 1 |
| Nov 2016 | $6M | $6M | $0 | 6 | 0 |
DateApr 2019
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees43
Clients9,567
DateMar 2019
Total AUM$33M
Discretionary$33M
Non-Disc.$0
Employees43
Clients9,567
DateJan 2019
Total AUM$21.1M
Discretionary$21.1M
Non-Disc.$0
Employees32
Clients9,567
DateAug 2018
Total AUM$21.1M
Discretionary$21.1M
Non-Disc.$0
Employees32
Clients9,567
DateAug 2018
Total AUM$21.1M
Discretionary$21.1M
Non-Disc.$0
Employees32
Clients9,567
DateMar 2018
Total AUM$16.4M
Discretionary$16.4M
Non-Disc.$0
Employees30
Clients0
DateMar 2017
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees10
Clients1
DateNov 2016
Total AUM$6M
Discretionary$6M
Non-Disc.$0
Employees6
Clients0