Ryan
Riffe
Swbc Investment Company
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About this Advisor
Ryan Riffe is a financial advisor operating in San Antonio, Texas, with 8 years of industry experience. Riffe is on the advisory team at Swbc Investment Company. Throughout their career, Riffe has worked at Advisors Asset Management, Inc, Swbc Investment Services LLC and Swbc Investment Company. Riffe holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Swbc Investment Company is a financial advisory firm based in San Antonio, TX. The investment advisory business has offices in 14 locations and a total of 45 people on staff. It handles $380 million in assets under management across its 340 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 340 accounts, 28% are associated with high-net-worth individuals who have at least $1 million in investable assets. Swbc Investment Company has a diverse range 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 charged by financial advisors usually are based on the financial services provided. However, fees charged by Swbc Investment Company can be comprised of 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
Ryan Riffe Work History
Ryan has been registered as a financial advisor for 8 years.*
Swbc Investment Services LLC
Swbc Investment Company
Advisors Asset Management, Inc
*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 Ryan Riffe 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
Dayton, NJ
San Antonio, TX
San Antonio, TX
Richardson, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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