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SWS PARTNERS, LLC
COLUMBUS, OH
614-670-5733
SEC #801-107254Total AUM
$442.6M
Employees
6Clients
157Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
230 WEST STREET
SUITE 500
COLUMBUS
OH 43215
United States
SUITE 500
COLUMBUS
OH 43215
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
614-670-5733
Financials
Total AUM
$442.6M
Accounts
519Discretionary
$442.6M
Accounts
519Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
60AUM
$25.7M
HNW Individual Clients
89AUM
$373M
Pooled Vehicle Clients
6AUM
$10.8M
Corporation or Business Clients
2AUM
$33M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
DATA AGGREGATION & REPORTING FOR FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAFLILINOHSCTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.