Sws Advisors, Inc.
Sws Advisors, Inc. (CRD# 120054) is a financial advisory firm headquartered in Columbus, OH. They manage $44,860,000 in 580 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management45MILLION
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Total Number of Accounts580ACCOUNTS
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Average Account Value$77,345
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, FL, IL, OH, PA, TX
Dennis Burgess (CRD# 1020157) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 20 years of experience in the finance industry.
Louis Kin Shing Lo (CRD# 1574965) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 19 years of experience in the finance industry.
Christopher Martinez (CRD# 5216336) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 15 years of experience in the finance industry.
Ralph Martinez (CRD# 1080618) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 40 years of experience in the finance industry.
Cynthia Mason (CRD# 6139873) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 9 years of experience in the finance industry.
Richard Milliken (CRD# 3217681) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 24 years of experience in the finance industry.
Robert Ostrander (CRD# 731229) is an Investment Advisor Representative working at Sws Advisors, Inc. in Columbus, OH and has over 32 years of experience in the finance industry.