SWS PARTNERS, LLC

COLUMBUS, Ohio·4 registered advisors·CRD# 281838
SEC# 801-1072540614-670-5733
01

Firm Overview

AUM
$354M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at SWS PARTNERS, LLC

4 registered advisors
James Franklin Parker
COLUMBUS, Ohio
Kristin Lynne Prieur
COLUMBUS, Ohio
Michael Brennan Stafford
COLUMBUS, Ohio
Philip Eugene Kessler
COLUMBUS, Ohio
05

Office Locations

COLUMBUS, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. SWS PARTNERS, LLC (CRD# 281838) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.