Carol
Allen
Swmg, LLC
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About this Advisor
Carol Allen is a financial advisor who works in Fort Worth, Texas. Allen is an advisor for Swmg, LLC. They have been employed by Swmg, Llc for all of their career. Allen is approved to operate in Texas. Swmg, LLC is an advisory business headquartered in Fort Worth, TX. It oversees $196 million in assets among its 1,095 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,095 customer accounts, 31% belong to high-net-worth individuals who have at least $1 million in assets. Swmg, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. A financial advisor's fee schedules vary depending on the financial services. Fee types billed by Swmg, LLC likely include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Swmg, LLC Brokerage Details
$196,398,578
4
1,095
$179,359
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Carol Allen Work History
Carol has been registered as a financial advisor for 0 years.*
Stovall, Grandey & Allen
*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 Carol Allen 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 Swmg, LLC
Weatherford, TX
Fort Worth, TX
Fort Worth, 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.
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