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Sws Partners, Llc
Columbus, Ohio
4.3
3 Reviews
SWS Partners, LLC is a prominent investment advisory firm headquartered in Columbus, OH. With a strong focus on personalized financial solutions, they have built a reputation for providing exceptional service to their clients. With over 90 individual clients and an impressive $312,518,000 in assets under management, SWS Partners, LLC is committed to helping their clients achieve their financial goals.
While the firm manages a diverse range of assets, 401K and individual accounts make up less than 30% of their total assets under management. However, SWS Partners, LLC possesses the expertise and capacity to effectively manage emplo...see more
Assets Under Mgmt
$312.52M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other: DATA AGGREGATION & REPORTING FOR FAMILY OFFICE
Reviews for Sws Partners, Llc
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