SWM Advisors info
SWM Advisors (SEC CIK 1874081) first filed with the SEC on 2022-02-10 (Form 13F-HR) and has filed 5 times since, including 4 Form 13F-HR quarterly holdings reports. It is organized in FL and registered at ONE BEACH DRIVE SE, SUITE 301, ST. PETERSBURG, FL, 33701.
- Name: Value SWM Advisors.
- SEC CIK: Value 1874081.
- State of organization: Value FL.
- Business address: Value ONE BEACH DRIVE SE, SUITE 301, ST. PETERSBURG, FL, 33701.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
|---|
| Name | SWM Advisors |
|---|
| SEC CIK | 1874081 |
|---|
| State of organization | FL |
|---|
| Business address | ONE BEACH DRIVE SE, SUITE 301, ST. PETERSBURG, FL, 33701 |
|---|
| Mailing address | ONE BEACH DRIVE SE, SUITE 301, ST. PETERSBURG, FL, 33701 |
|---|
| Phone | 727-456-0011 |
|---|
| Fiscal year end | December 31 |
|---|
| Former names | None filed |
|---|
SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2022-02-10 (Form 13F-HR) |
|---|
| Latest SEC filing | 2022-10-12 (Form 13F-HR) |
|---|
| Filings on EDGAR | 5 |
|---|
| First Form 13F-HR | 2022-02-10 (quarter ended 2021-12-31) |
|---|
| Latest Form 13F-HR | 2022-10-12 (quarter ended 2022-09-30) |
|---|
| Form 13F-HR filings | 4 |
|---|
Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2022 | 5 | 4 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |