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Home > Retirement Planners > ohio > westerville > SWISHER FINANCIAL CONCEPTS, INC.
SWISHER FINANCIAL CONCEPTS, INC.
612 Office Parkway
Suite B
Westerville, Ohio 43082
Tel: 614-890-1930
About SWISHER FINANCIAL CONCEPTS, INC.
SWISHER FINANCIAL CONCEPTS, INC, formally registered with the SEC as SWISHER FINANCIAL CONCEPTS, INC. The firm was established in 05/07/2019. They have over 2 offices throughout the country.
SWISHER FINANCIAL CONCEPTS, INC. is a Westerville, Ohio based Financial Planning firm with nearly $257,546,665 assets under management, offering retirement planning & investment advisory services to 1350 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 121384 |
| SEC# | 801-115211 |
| Assets Managed by Firm | $257,546,665 |
| No. of Clients | 1350 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1350 | $257,546,665 |
| Individuals (other than high net worth individuals) | 535 | $122,182,033 |
| High net worth individuals | 73 | $132,709,719 |
| Charitable organizations | Fewer than 5 clients | $623,522 |
| Corporations or other businesses | 7 | $2,031,391 |
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