Sws Partners, LLC

Sws Partners, LLC (CRD# 281838) is a financial advisory firm headquartered in Columbus, OH. They manage $130,651,672 in 626 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $208,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Sws Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Philip E. Kessler
CRD#: 5528859
807 Kinnear, Columbus, OH 43212
93
Wealthminder
score

Philip Kessler (CRD# 5528859) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has over 9 years of experience in the finance industry.

2
Michael B. Stafford
CRD#: 4793658
807 Kinnear, Columbus, OH 43212
93
Wealthminder
score

Michael Stafford (CRD# 4793658) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has over 11 years of experience in the finance industry.

3
James F. Parker
CRD#: 4462889
807 Kinnear, Columbus, OH 43212
83
Wealthminder
score

James Parker (CRD# 4462889) is an Investment Advisor Representative working at Sws Partners, LLC in Columbus, OH and has over 13 years of experience in the finance industry.

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