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VAWTER FINANCIAL LTD

1161 Bethel Road
Suite 304
Columbus, Ohio 43220
Tel: 614-451-1002

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About VAWTER FINANCIAL LTD

VAWTER FINANCIAL LTD, formally registered with the SEC as VAWTER FINANCIAL LTD. The firm was established in 04/24/2018. They have over 1 offices throughout the country.

VAWTER FINANCIAL LTD is a Columbus, Ohio based Financial Planning firm with nearly $268,861,435 assets under management, offering retirement planning & investment advisory services to 759 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108830
SEC#801-112975
Assets Managed by Firm$268,861,435
No. of Clients759
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total759$268,861,435
Individuals (other than high net worth individuals)76$6,518,417
High net worth individuals121$262,343,018

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