SWP FINANCIAL LLC (CIK: 0002014200) EDGAR, Information, Filings... CompaniesBIO.Com

SWP FINANCIAL LLC

Mailing address
3655 NOBEL DRIVE, SUITE 510, SAN DIEGO, California, 92122
Phone
(858) 768-0096
State location
California
State of incorporation
California
Fiscal year end
December 31
SIC
N/A
Filings
N/A

Includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by SWP FINANCIAL LLC

Filings	Format	Description	Filed/Effective	File/Film Number
N-PX	Document	Annual Report of Proxy Voting Record of Registered Management Investment Companies filed on Form N-PX Acc-no: 0001951757-24-000691 (34 Act) Size: 2 KB	Aug-05-2024	028-24011 241175432
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001951757-24-000522 (34 Act) Size: 40 KB	Jul-15-2024	028-24011 241116050
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001951757-24-000422 (34 Act) Size: 39 KB	Apr-30-2024	028-24011 24894699
13F-HR	Document	Initial Quarterly Form 13F Holdings report filed by institutional managers Acc-no: 0001951757-24-000260 (34 Act) Size: 36 KB	Mar-08-2024	028-24011 24735112

Recent 20 filings. View all SWP FINANCIAL LLC filings

Overall rating 5.0

Aug 22, 2022

Pelisari

young lad who new his job ansered questions and new what was best for me.

Aug 22, 2022

Ryan Storey

Huge help thank you for your help .. y'all make it so much easier

Aug 22, 2022

Jean Bishop

Very good communication and delivery made within the timeframe I was advised of

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Disclaimer: The information on the Service is provided with the understanding that the Company is not herein engaged in rendering legal, accounting, tax, or other professional advice and services. As such, it should not be used as a substitute for consultation with professional accounting, tax, legal or other competent advisers.