Top advisors in Durango
We’ve curated a list of the best financial advisors in Durango, take a look at it below
Find an advisor in Durango1. Swan Global Investments, LLC
Assets under management
$2,202,238,420
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Swan Capital Management, LLC
Assets under management
$1,194,660,143
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
3. Intelligent Investment Management,llp
Assets under management
$76,085,425
Fee structure
A percentage of assets under your management
NEW CLIENT ACCEPTANCE FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
4. Swan Wealth Advisors, LLC
Assets under management
$69,508,177
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Family Office Advisory
How we came up with this list
To generate our top financial advisors list in Durango, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Durango. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Your first meeting is free.