SWM Advisors Information
Contact top employees from
SWM Advisors
Summary
SWM Advisors is an SEC registered investment advisory firm serving individuals and corporate 401(k) plans. As a fiduciary, we were founded on the belief that people’s lives will be better if they r...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Specialties
Investment Management, Investment Advisory, Wealth Management, Financial Planning
Founded
2011
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2006 | Privately Held | 100 - 250 | 23.3M | $150K | |
| 1972 | - | 1 - 25 | 1.1M | $150K |
Employees Turnover 2 quarter 2025
Length of Employment
Employee tenure at SWM Advisors shows a diverse range of experience levels:
17% for 3–4 years33% for 5–7 years33% for 8–10 years17% have over 11 years of service at SWM AdvisorsContact top employees from
SWM Advisors
Matt DiGennaro
Founder and CEO
Joe McFadden
Chief Investment Officer
