Daniel
Balogh
Swbc Investment Company
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Balogh is a financial advisor who works in Greer, South Carolina with a total of 16 years of relevant experience. Balogh is on the advisory team at Swbc Investment Company. They have spent their entire time as a financial advisor at Swbc Investment Company. Balogh has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in South Carolina and Texas. Swbc Investment Company is an advisory company that has its headquarters in San Antonio, TX. The firm has offices in 14 locations and a total of 45 people on staff. It controls $380 million in total assets across its 340 customer accounts, making it one of the larger firms in the country by assets under management. Of its 340 client accounts, 28% belong to high-net-worth investors who have at least $1 million in assets available to invest. Swbc Investment Company offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice are based on the type of services provided. Fees billed by Swbc Investment Company most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Swbc Investment Company Brokerage Details
$380,146,900
45
340
$1,118,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Daniel Balogh Work History
Daniel has been registered as a financial advisor for 16 years.*
Swbc Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Balogh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Swbc Investment Company
San Antonio, TX
San Antonio, TX
Dayton, NJ
San Antonio, TX
Richardson, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
