President & Chief Investment Officer · SWP Investment Management LLC
Nathan M. Fischer
CRD 7326451 · Named on Form ADV at 2 SEC-registered advisers
At a glance
SWP Investment Management LLC, an SEC-registered asset manager based in Independence, OH with $138 million in regulatory assets, lists Nathan M. Fischer on its Form ADV as President & Chief Investment Officer. The SEC filings also name Nathan at 1 other registered adviser.
Firms and roles
- SWP Investment Management LLCPresident & Chief Investment OfficerAsset manager · Independence, OH · $138M in regulatory assets
- Strategic Wealth Partners, LTD.Chief Investment OfficerWealth manager · Independence, OH · $1.6B in regulatory assets
AtlasMembers
Nathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mark M TepperManaging Member & Chief Executive Officer, SWP Investment Management LLC
- Matthew A. BuresChief Compliance Officer, SWP Investment Management LLC
- Anthony A ZabiegalaShareholder, SWP Investment Management LLC
- Robert J. LambertPortfolio Manager & Analyst, SWP Investment Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.