Active
SWAN GLOBAL INVESTMENTS, LLC
Investment Advice|DURANGO, CO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.4B |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 114669 |
| SEC Number | 801-70881 |
| Street Address | 1099 MAIN AVE |
| Street Address 2 | SUITE 206 |
| Location | DURANGO, CO 81301 |
| Country | United States |
| Phone | 970-382-8901 |
| Fax | 970-382-8901 |
| Total Employees | 17 |
Client Count by Type (1,969 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,929 |
| High Net Worth Individual… | 23 |
| Investment Companies | 17 |
Community Partners
CITY OF DURANGO
COUNTY OF LA PLATA
TOWN OF BAYFIELD
TOWN OF IGNACIO
CITY OF DURANGO
COUNTY OF LA PLATA
TOWN OF BAYFIELD
TOWN OF IGNACIO
CITY OF DURANGO
COUNTY OF LA PLATA
TOWN OF BAYFIELD
TOWN OF IGNACIO
Municipal Government
4 Active
4
Organizations
ANIMAS-LAPLATA WATER CONSERVANCY DISTRICT
ANIMAS MOSQUITO CONTROL DISTRICT
ASPEN TRAILS METROPOLITAN DISTRICT
DURANGO WEST METROPOLITAN DISTRICT 1
DURANGO WEST METROPOLITAN DISTRICT 2
EDGEMONT RANCH METROPOLITAN DISTRICT
ELEVATION PARK METROPOLITAN DISTRICT
EL RANCHO FLORIDA METROPOLITAN DISTRICT
FLORIDA MOSQUITO CONTROL DISTRICT
FLORIDA WATER CONSERVANCY DISTRICT
FOREST LAKES METROPOLITAN DISTRICT
FORT LEWIS MESA FIRE PROTECTION DISTRICT
HERMOSA SANITATION DISTRICT
IGNACIO-ALLISON-OXFORD CEMETERY DISTRICT
IGNACIO COMMUNITY LIBRARY DISTRICT
LAKE DURANGO WATER AUTHORITY
LA PLATA ARCHULETA WATER DISTRICT
LA PLATA CONSERVATION DISTRICT
LA PLATA PINE RIVER SAN JUAN CONSERVATION DISTRICT
LA PLATA WATER CONSERVANCY DISTRICT
ANIMAS-LAPLATA WATER CONSERVANCY DISTRICT
ANIMAS MOSQUITO CONTROL DISTRICT
ASPEN TRAILS METROPOLITAN DISTRICT
DURANGO WEST METROPOLITAN DISTRICT 1
DURANGO WEST METROPOLITAN DISTRICT 2
EDGEMONT RANCH METROPOLITAN DISTRICT
ELEVATION PARK METROPOLITAN DISTRICT
EL RANCHO FLORIDA METROPOLITAN DISTRICT
FLORIDA MOSQUITO CONTROL DISTRICT
FLORIDA WATER CONSERVANCY DISTRICT
FOREST LAKES METROPOLITAN DISTRICT
FORT LEWIS MESA FIRE PROTECTION DISTRICT
HERMOSA SANITATION DISTRICT
IGNACIO-ALLISON-OXFORD CEMETERY DISTRICT
IGNACIO COMMUNITY LIBRARY DISTRICT
LAKE DURANGO WATER AUTHORITY
LA PLATA ARCHULETA WATER DISTRICT
LA PLATA CONSERVATION DISTRICT
LA PLATA PINE RIVER SAN JUAN CONSERVATION DISTRICT
LA PLATA WATER CONSERVANCY DISTRICT
ANIMAS-LAPLATA WATER CONSERVANCY DISTRICT
ANIMAS MOSQUITO CONTROL DISTRICT
ASPEN TRAILS METROPOLITAN DISTRICT
DURANGO WEST METROPOLITAN DISTRICT 1
DURANGO WEST METROPOLITAN DISTRICT 2
EDGEMONT RANCH METROPOLITAN DISTRICT
ELEVATION PARK METROPOLITAN DISTRICT
EL RANCHO FLORIDA METROPOLITAN DISTRICT
FLORIDA MOSQUITO CONTROL DISTRICT
FLORIDA WATER CONSERVANCY DISTRICT
FOREST LAKES METROPOLITAN DISTRICT
FORT LEWIS MESA FIRE PROTECTION DISTRICT
HERMOSA SANITATION DISTRICT
IGNACIO-ALLISON-OXFORD CEMETERY DISTRICT
IGNACIO COMMUNITY LIBRARY DISTRICT
LAKE DURANGO WATER AUTHORITY
LA PLATA ARCHULETA WATER DISTRICT
LA PLATA CONSERVATION DISTRICT
LA PLATA PINE RIVER SAN JUAN CONSERVATION DISTRICT
LA PLATA WATER CONSERVANCY DISTRICT
Special District
44 Active
44
Organizations
BAYFIELD SCH DIST 10 JT
DURANGO SCHOOL DIST 9-R
IGNACIO SCH DIST 11 JT
BAYFIELD SCH DIST 10 JT
DURANGO SCHOOL DIST 9-R
IGNACIO SCH DIST 11 JT
BAYFIELD SCH DIST 10 JT
DURANGO SCHOOL DIST 9-R
IGNACIO SCH DIST 11 JT
School District
3 Active
3
Organizations
10 Greatest Gifts Project
10 MILLION DISCS
3RD AVE ARTS
451 FIVE RIVERS CHAPTER OF TROUT UNLIMITED
4CORE
4 CORNERS LIBERTY RESTORATION GROUP
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE CHILDREN
ADAPTIVE GOLF PROGRAM
ADULT EDUCATION CENTER
ALTERNATIVE HORIZONS CORP
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
10 Greatest Gifts Project
10 MILLION DISCS
3RD AVE ARTS
451 FIVE RIVERS CHAPTER OF TROUT UNLIMITED
4CORE
4 CORNERS LIBERTY RESTORATION GROUP
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE CHILDREN
ADAPTIVE GOLF PROGRAM
ADULT EDUCATION CENTER
ALTERNATIVE HORIZONS CORP
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
10 Greatest Gifts Project
10 MILLION DISCS
3RD AVE ARTS
451 FIVE RIVERS CHAPTER OF TROUT UNLIMITED
4CORE
4 CORNERS LIBERTY RESTORATION GROUP
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE CHILDREN
ADAPTIVE GOLF PROGRAM
ADULT EDUCATION CENTER
ALTERNATIVE HORIZONS CORP
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
AMERICAN LEGION
AMERICAN LEGION AUXILIARY
Nonprofit Organization
569 Active
569
Organizations
Community Partners101 organizations
CITY OF DURANGO
Municipal Government·DURANGO
COUNTY OF LA PLATA
Municipal Government·DURANGO
TOWN OF BAYFIELD
Municipal Government·BAYFIELD
TOWN OF IGNACIO
Municipal Government·IGNACIO
ANIMAS-LAPLATA WATER CONSERVANCY DISTRICT
Special District·DURANGO
ANIMAS MOSQUITO CONTROL DISTRICT
Special District·DURANGO
DURANGO WEST METROPOLITAN DISTRICT 1
Special District·DURANGO
DURANGO WEST METROPOLITAN DISTRICT 2
Special District·DURANGO
ELEVATION PARK METROPOLITAN DISTRICT
Special District·DENVER
FLORIDA MOSQUITO CONTROL DISTRICT
Special District·DURANGO
FLORIDA WATER CONSERVANCY DISTRICT
Special District·DURANGO
IGNACIO-ALLISON-OXFORD CEMETERY DISTRICT
Special District·IGNACIO
LAKE DURANGO WATER AUTHORITY
Special District·DURANGO
LA PLATA CONSERVATION DISTRICT
Special District·DURANGO
LA PLATA PINE RIVER SAN JUAN CONSERVATION DISTRICT
Special District·DURANGO
LA PLATA WATER CONSERVANCY DISTRICT
Special District·HESPERUS
LA PLATA WEST WATER AUTHORITY
Special District·HESPERUS
LOMA LINDA SANITATION DISTRICT
Special District·DURANGO
PINE RIVER CEMETERY DISTRICT
Special District·BAYFIELD
SOUTH DURANGO SANITATION DISTRICT
Special District·DURANGO
SOUTHWEST COLORADO COUNCIL OF GOVERNMENTS
Special District·DURANGO
SOUTHWESTERN WATER CONSERVATION DISTRICT
Special District·DURANGO
SOUTHWEST LA PLATA LIBRARY DISTRICT
Special District·DURANGO
TAMARRON METROPOLITAN DISTRICT
Special District·LAKEWOOD
THREE SPRINGS METROPOLITAN DISTRICT 1
Special District·DURANGO
THREE SPRINGS METROPOLITAN DISTRICT 2
Special District·DURANGO
THREE SPRINGS METROPOLITAN DISTRICT 3
Special District·DURANGO
THREE SPRINGS METROPOLITAN DISTRICT #4
Special District·DENVER
TWIN BUTTES METROPOLITAN DISTRICT NO. 1
Special District·DENVER
TWIN BUTTES METROPOLITAN DISTRICT NO. 2
Special District·DENVER
TWIN BUTTES METROPOLITAN DISTRICT NO. 3
Special District·DENVER
TWIN BUTTES METROPOLITAN DISTRICT NO. 4
Special District·DENVER
UPPER PINE RIVER FIRE PROTECTION DISTRICT
Special District·BAYFIELD
10 Greatest Gifts Project
Nonprofit Organization·Durango
10 MILLION DISCS
Nonprofit Organization·Durango
3RD AVE ARTS
Nonprofit Organization·Durango
451 FIVE RIVERS CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·DURANGO
4CORE
Nonprofit Organization·DURANGO
4 CORNERS LIBERTY RESTORATION GROUP
Nonprofit Organization·Bayfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Durango
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Durango
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Durango
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bayfield
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bayfield
4 THE CHILDREN
Nonprofit Organization·DURANGO
ADAPTIVE GOLF PROGRAM
Nonprofit Organization·DURANGO
ADULT EDUCATION CENTER
Nonprofit Organization·DURANGO
ALTERNATIVE HORIZONS CORP
Nonprofit Organization·DURANGO
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·BAYFIELD
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Durango
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Durango
AMERICAN LEGION
Nonprofit Organization·Durango
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Durango
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Durango
AMERICAN LEGION BAYFIELD POST 143
Nonprofit Organization·Bayfield
AMERICAN LEGION POST 36 TAYLOR WASHINGTON BOX
Nonprofit Organization·Ignacio
AMERICAN MAINSTREAM
Nonprofit Organization·durango
AMERICAN ORFF-SCHULWERK ASSOCIATION
Nonprofit Organization·DURANGO
AMERICAN RAILROAD PRESERVATION FOUNDATION INC
Nonprofit Organization·Durango
American Reef Coalition Inc
Nonprofit Organization·Bayfield
AMERICAN ROSE SOCIETY
Nonprofit Organization·Durango
AMPLIFY
Nonprofit Organization·DURANGO
ANCIENT FREE & ACCEPTED MASONS OF COLORADO
Nonprofit Organization·Durango
ANIMAS ALANO CLUB
Nonprofit Organization·DURANGO
ANIMAS CITY FARMERS MARKET
Nonprofit Organization·Durango
ANIMAS CONSERVANCY
Nonprofit Organization·Durango
ANIMAS CONSOLIDATED DITCH COMPANY
Nonprofit Organization·DURANGO
ANIMAS HIGH SCHOOL
Nonprofit Organization·DURANGO
ANIMAS HIGH SCHOOL BUILDING CORP
Nonprofit Organization·DURANGO
Animas - La Plata Operation
Nonprofit Organization·Durango
ANIMAS LA PLATA PROJECT
Nonprofit Organization·DURANGO
ANIMAS RIVER DAYS
Nonprofit Organization·DURANGO
ANIMAS RIVER SURFERS
Nonprofit Organization·Durango
ANIMAS VALLEY DITCH AND WATER CO
Nonprofit Organization·DURANGO
Animas Valley Institute
Nonprofit Organization·Durango
Animas Water Company
Nonprofit Organization·Durango
ANIMAS WATERSHED PARTNERSHIP
Nonprofit Organization·DURANGO
ANNIES ORPHANS
Nonprofit Organization·Durango
ARNDT-POWELL FAMILY FOUNDATION
Nonprofit Organization·DURANGO
ARTISTS GIVING BACK
Nonprofit Organization·Durango
ASH FOUNDATION INC
Nonprofit Organization·DURANGO
Asian Pacific Childrens Fund
Nonprofit Organization·Durango
ASSOCIATION OF OPERATING ROOM NURSES
Nonprofit Organization·Durango