Company Email Format Management

SWS Partners, LLC

Investment Management 230 West Street 8 employees

Employees: 8
Contacts: 2
Emails: 2

swspartners.net LinkedIn

SWS Partners, LLC Overview

Headquarters: 230 West Street
Website: swspartners.net
Industry: Investment Management
Employees: 8
Founded: 2015
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Asset Management Wealth Advisory Trust and Estate Planning Philanthropy Retirement Planning Business Succession Planning Cash Flow Management Consulting

About SWS Partners, LLC

SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions. We believe that by emphasizing the application of modern technologies, we can create broad efficiencies and deliver better outcomes to clients. Its your future. Take control.

SWS Partners, LLC Contact Details

People in AeroLeads: 3
With contact data: 2
Email contacts: 2; 66.7% coverage

SWS Partners, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Noah Chelovitz	Associate Financial Planner at Sws	Carmel, Indiana, United States	View
Philip Kessler	Founder and Managing Partner at Sws	Columbus, Ohio, United States	Email
Michael Parker	Chief Investment Officer, Partner	Columbus, Ohio, United States	Email