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Swan Global Consulting LLC (Palmas Del Mar)


Swan Global Consulting LLC is an adviser based in Palmas Del Mar. It manages $1.59 billion of regulatory assets for 2,880 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Puerto Rico.

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Swan Global Consulting provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Swan Global Consulting: assets under management

The assets under management (AUM) of Swan Global Consulting LLC is $1.59 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $1.59 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $553.79 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Swan Global Consulting LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palmas Del Mar

The principal office where Swan Global Consulting LLC performs its advisory services is located at 7 Ridgetop, Palmas Del Mar, PR 00791 The mailing address of the firm is 277 East 3 Rd Ave, Durango, CO 81301. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 787-754-3999 or by fax 970-382-9055. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at swanwealthadvisors.com.


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