SWISHER FINANCIAL CONCEPTS, INC.

WESTERVILLE, Ohio·4 registered advisors·CRD# 121384
SEC# 801-1152111614-890-1930
01

Firm Overview

AUM
$223M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SWISHER FINANCIAL CONCEPTS, INC.

4 registered advisors
Brett Scott Vandervort
WESTERVILLE, Ohio
Daniel Edward Wolford
WESTERVILLE, Ohio
Michael A Henn
WESTERVILLE, Ohio
Zachary Allen Kountz
WESTERVILLE, Ohio
05

Office Locations

WESTERVILLE, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. SWISHER FINANCIAL CONCEPTS, INC. (CRD# 121384) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.