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SWS Partners, LLC

Headquartered in COLUMBUS, OH

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Firm Information

SWS Partners, LLC is an investment advisor headquartered in Columbus, OH. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and data aggregation & reporting for family offices. SWS Partners, LLC manages approximately $353.64 million in assets for 579 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They offer a wrap fee program and are registered with the SEC.

SWS Partners, LLC

230 WEST STREET

COLUMBUS, OH 43201

$353.64M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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data aggregation & reporting for family office

Data aggregation & reporting for family office

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

SWS PARTNERS, LLC has a total of 2 branch locations across the country.
location

COLUMBUS, OH

location

Columbus, OH

Advisors at SWS Partners, LLC

View All 5 Advisors
Unclaimed
Tad Alan Herrington

CFP®, RA

COLUMBUS, OH

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Unclaimed
James Franklin Parker

RA

COLUMBUS, OH

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Unclaimed
Philip Eugene Kessler

RA

COLUMBUS, OH

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Unclaimed
Kurt Scott Grove

CFA®, RA

COLUMBUS, OH

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Unclaimed
Michael Thomas Parker

CFA®, RA

Columbus, OH

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Disclosures

There are no public disclosures for SWS Partners, LLC.

Frequently Asked Questions (7)

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