Swift Robert Clarkson (Tucson)

Name: Swift Robert Clarkson
Address: 1853 N. Kolb, Tucson, AZ, 85715
Telephone: 520-733-1477

Swift Robert Clarkson is a large advisory firm based in Tucson. It manages $315 million of regulatory assets for 493 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, and Texas.

Swift Robert Clarkson provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Swift Robert Clarkson: assets under management

The assets under management (AUM) of Swift Robert Clarkson is $315 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $275 million in discretionary accounts and $40 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $644.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $606.06 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Swift Robert Clarkson for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Swift Robert Clarkson

Robert Clarkson Swift has been acting as President since 1 Jan 1990. Lisa Y Swift joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Clarkson Swift	President	1 Jan 1990	50% - 75%	1212588
Lisa Y Swift	Shareholder	1 Jan 2001	50% - 75%	2557136

Based in Tucson

The principal office where Swift Robert Clarkson performs its advisory services is located at 1853 N. Kolb, Tucson, AZ 85715, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 520-733-1477 or by fax 520-733-1488. The normal business hours are 7:30am-4:00pm on Monday - Friday. You can find more information about the New York firm at www.azflatfee.com.