Matthew Allen Bures
Investment adviser representative at Swp Investment Management LLC
11 yearsExperience
1 stateRegistered in
$138.4MFirm assets
2 yearsFirm in business
Are you Matthew Allen Bures? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Swp Investment Management LLCMay 2024 to now
- Strategic Wealth Partners, LtdJul 2021 to now
- First Fiduciary Investment CounselSep 2015 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Swp Investment Management LLC
$138.4MAssets managed
1Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6596101
- Firm CRD
- 331314