SWS PARTNERS, LLC

230 West Street
Suite 500
Columbus, Ohio 43201
Tel: 614-670-5733

About SWS PARTNERS, LLC

SWS PARTNERS, LLC, formally registered with the SEC as SWS PARTNERS, LLC. The firm was established in 02/16/2016. They have over 1 offices throughout the country.

SWS PARTNERS, LLC is a Columbus, Ohio based Financial Planning firm with nearly $353,640,038 assets under management, offering retirement planning & investment advisory services to 579 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281838
SEC#	801-107254
Assets Managed by Firm	$353,640,038
No. of Clients	579
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (DATA AGGREGATION & REPORTING FOR FAMILY OFFICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	579	$353,640,038
Individuals (other than high net worth individuals)	85	$37,530,788
High net worth individuals	72	$304,620,020
Corporations or other businesses	3	$944,230

More Retirement Planning firms in Columbus, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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