Eugene
Miller
Swan Global Investments, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Eugene Miller is a financial advisor working out of Dallas, Texas with 6 years of relevant experience. Miller works at Swan Global Investments, LLC. They have been with Swan Global Investments, Llc for all of their career. Miller maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Colorado and Texas. Swan Global Investments, LLC is a business that has its headquarters in Durango, CO. It oversees $2 billion in assets across its 3,144 accounts, making it one of the largest firms in the United States by assets under management. Of its 3,144 client accounts, just 1% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Financial advisory fee schedules typically are based on the services. However, fee types charged by Swan Global Investments, LLC typically consist of asset-based 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.
Swan Global Investments, LLC Brokerage Details
$2,202,238,420
18
3,144
$700,458
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Eugene Miller Work History
Eugene has been registered as a financial advisor for 6 years.*
Grant Thornton Llp
*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 Eugene Miller 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 Swan Global Investments, LLC
Tampa, FL
Durango, CO
Durango, CO
Milton, MA
Durango, CO
Dallas, TX
Littleton, CO
Durango, CO
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.
