Paul
Grover
Swbc Investment Company
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About this Advisor
Paul Grover is a financial advisor who works in San Antonio, Texas who has 16 years of industry experience. Grover works at Swbc Investment Company. They have spent their entire time as a financial advisor at Swbc Investment Company. Grover holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Swbc Investment Company is a business operating out of San Antonio, TX. The firm has offices in 14 locations and a total of 45 advisors. It controls $380 million in assets among its 340 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 340 customer accounts, 28% belong to high-net-worth individuals who have at least $1 million in assets. Swbc Investment Company provides a number of services, including 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 management are based on which services the firm provides the client. Fee types billed by Swbc Investment Company likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Paul Grover Work History
Paul has been registered as a financial advisor for 16 years.*
Swbc Investment Services LLC
*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 Paul Grover 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
Dayton, NJ
San Antonio, TX
San Antonio, TX
San Antonio, TX
Richardson, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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