SWP FINANCIAL LLC
Legal name: SALIENT WEALTH PLANNING
CRD #327885 SEC #801-128911 SAN DIEGO, CA 858-768-0096
SEC Registered
Total AUM
$199.9M
Discretionary
$155.2M
Employees
5
Clients
101
Accounts
824
No fee data available. Fee information is extracted from Part 2 brochures.