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Swank Advisors,LP (Dallas)


Swank Advisors,LP is a pension cosultant based in Dallas. It manages $2.89 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

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Swank Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Swank Advisors: assets under management

The assets under management (AUM) of Swank Advisors,LP is $2.89 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.45 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Swank Advisors,LP for their services and products based on a percentage of assets under management and performance-based 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Llc Swank Management General partner 1 Aug 2003 75% - 100% 01-0711359

Based in Dallas

The principal office where Swank Advisors,LP performs its advisory services is located at 3300 Oak Lawn, Dallas, TX 75219, 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 214-692-6334 or by fax 214-219-2353. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at jswank@theswankgroup.com.


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