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).
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Total Assets Under Management313MILLION
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Total Number of Accounts571ACCOUNTS
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Average Account Value$547,316
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA, FL, IL, IN, OH, SC, TX
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.
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.
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.
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.