SWBC Investment Advisory

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

540

Total plan assets

$63.1M

Filings (rows)

Direct comp

$33K

Indirect comp

Showing only "SWBC INVESTMENT ADVISORY"

View all 12 variants aggregated →

SWBC INVESTMENT ADVISORY SERVICES18 SWBC INVESTMENT SERVICES17 SWBC INVESTMENT ADVISORY SERV D13 SWBC INVESTMENT ADVISORY SERVICES L4 SWBC INVESTMENT ADVISORY SERVICE3 SWBC INVESTMENT ADVISORY SVCS3 SWBC INVESTMENT CO

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
JAPS-Olson Company JAPS-Olson Company Retirement and Savings Plan · all filings	ST. LOUIS PARK, MN	Advisor / Consultant	540	$63.1M	$33K	$0