Sws Partners, LLC

Sws Partners, LLC (CRD# 281838) is a financial advisory firm headquartered in Columbus, OH. They manage $312,517,514 in 571 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    571
    ACCOUNTS
  • Average Account Value
    $547,316
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, OH, SC, TX

Financial Advisors at Sws Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Philip E. Kessler
CRD#: 5528859
230 West Street, Suite 500, Columbus, OH 43201

Philip Kessler (CRD# 5528859) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has over 15 years of experience in the finance industry.

2
James F. Parker
CRD#: 4462889
230 West Street, Suite 500, Columbus, OH 43201

James Parker (CRD# 4462889) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has over 19 years of experience in the finance industry.

3
Kurt S. Grove
CRD#: 6094909
230 West Street, Suite 500, Columbus, OH 43201

Kurt Grove (CRD# 6094909) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has 1 year of experience in the finance industry.

4
Michael T. Parker
CRD#: 4587101
985 N High Street, Suite 220, Columbus, OH 43201

Michael Parker (CRD# 4587101) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has over 21 years of experience in the finance industry.

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