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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-18-2024
- Office Locations
- 1
Office Locations
About Swan Retirement Strategies
SWAN Retirement Strategies is an independent, Florida-registered RIA led by Murrell Winter. The firm focuses on retirement planning for individuals and families—especially law enforcement, firefighters, educators, and other government employees, including DROP participants. Services include wealth management, data-driven financial planning with tax-efficient distribution modeling, and protection/insurance solutions, with portfolios often implemented using ETFs and mutual funds (custodied at Schwab).
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Owner & Executives
Murrell Liner Winter
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL
- CRD
- #6961939
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,496,000 | -- |
| Non-Discretionary | $542,000 | -- |
| Total | $48,038,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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