Swell Investing LLC

Full Contact Details

Swell Investing LLC

301 ARIZONA AVENUE, SUITE 400, SANTA MONICA, CA

949-566-8985

Other Info

Swell Investing LLC, a Delaware Limited Liability Company with 43 employees and 4 offering advisory roles, has successfully served 9567 clients. Their SEC status is listed as Approved and registered on November 15, 2016.

Careers at Swell Investing

Swell makes impact investing easy, accessible, and inspiring. We’re changing the way the world invests . At Swell, we’re on a mission to make investing accessible, inspiring, and human.

Swell Investing Blog | Invest in Progress

Swell’s investment approach blends performance with purpose, for long-term growth potential. The Hub is our blog, where investors can learn more about Impact Investing and how Swell is making a difference.

Swell - Crunchbase Company Profile & Funding

Swell is an impact investing platform that aims to deliver profit as well as purpose.

Swell Investing

Offerings Offerings Overview Portfolio Performance Account Types Our Approach Pricing About Help Center Log in Sign up Help Center Select Help Topic Help Home Topics Contact Us Swell is saying goodbye What is happening? What are my next steps? How To's Still need help? Don’t worry it’s easy to g…

Swell Investing | Invest in Socially Responsible Impact Portfolios

Swell is the go-to place for SRI and ESG investing. Make an impact by investing your 401k, IRA, or just plain cash in sustainable portfolios like renewable energy, clean water, green technology, healthy living, zero waste, and disease eradication in one simple online platform.

Direct Owners

CAROL ELAINE RUMSEY
CHIEF COMPLIANCE OFFICER owns less than 5%
DAVID NATHAN WALTER FANGER
CHIEF EXECUTIVE OFFICER owns less than 5%
LESLIE THOMPSON MACDONALD
CHIEF LEGAL OFFICER owns less than 5%
SWELL INVESTING HOLDING LLC
MANAGING MEMBER owns 75% or more
VAUGHN WILLIAM BAKER
CHIEF OPERATING OFFICER owns less than 5%

Indirect Owners

PACIFIC LIFE INSURANCE COMPANY
MANAGING MEMBER owns 75% or more
PACIFIC LIFECORP
OWNER owns 75% or more
PACIFIC MUTUAL HOLDING COMPANY
OWNER owns 75% or more