Stephen
Bogosian
Swan Global Investments, LLC
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About this Advisor
Stephen Bogosian is a financial advisor based in Littleton, Colorado, working with Swan Global Investments, LLC. Stephen has previously held positions at American General Life Insurance Company, Athenainvest Advisors, LLC, Northern Lights Distributors, LLC, Swan Global Investments, LLC, and Aig Financial Distributors. Stephen has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California and Colorado. Currently, Stephen is part of Swan Global Investments, LLC, which operates out of Littleton, Colorado. The firm has 18 employees and manages assets totaling $2.1 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Swan Global Investments, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Swan Global Investments, LLC Brokerage Details
$2,105,953,989
18
2,483
$848,149
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Stephen Bogosian Work History
Northern Lights Distributors, LLC
Swan Global Investments, LLC
Northern Lights Distributors, LLC
Athenainvest Advisors, LLC
American General Life Insurance Company
Aig Financial Distributors
Disclosures
Please visit the SEC profile of Stephen Bogosian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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