SWS Partners

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

807 Kinnear Rd Ste 100, Columbus, Ohio, ...

Phone Number

(614) 670-5733

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SWS Partners

SWS Partners is a modern investment advisory firm specializing in financial planning and wealth management for both individuals and institutions. They offer personalized services to uniquely wealthy individuals and provide institutional asset management for endowments, family offices, and foundations. Their approach emphasizes transparency, collaboration, and the use of technology to enhance client outcomes. With a team of experienced professionals, SWS Partners aims to navigate market complexities and deliver tailored investment strategies.Explore more
SWS Partners's Social MediaPopular SearchesSws PartnersSws Partners LLCSoftware Success Partners LLCSIC Code 62,628NAICS Code 52,523Show more

SWS Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SWS Partners

<$5M
1-10
Private
-
2015
$6.6M
11-50
Private
-
2014
DH
David HackworthyChief Investment Officer & Portfolio Manager
$6.4M
11-50
Private
<$5M
2010
RM
Robert McCauleyChief Financial Officer
$5.1M
11-50
Private
-
-
PW
Piotr WalderProgram Director
<$5M
11-50
Private
-
2001
IT
Isaac ThompsonFinancial Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
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Company Profile Activity

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Among all Finance companies

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Activity Insights

SWS Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

SWS Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SWS Partners.

SWS Partners Tech Stack

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Frequently Asked Questions Regarding SWS Partners

What is SWS Partners's official website?
SWS Partners's official website is www.swspartners.com
What is SWS Partners's Revenue?
SWS Partners's revenue is <$5 Million
What is SWS Partners's SIC code?
SWS Partners's SIC: 62,628
What is SWS Partners's NAICS code?
SWS Partners's NAICS: 52,523
How many employees does SWS Partners have?
SWS Partners has 1-10 employees
What industry does SWS Partners belong to?
SWS Partners is in the industry of: Finance, Securities Trading
What is SWS Partners competition?
SWS Partners top competitors include: ETP Forum, Isthmus Partners, Hyphen Network, RPg Family Wealth Advisory
What technology does SWS Partners use?
Some of the popular technologies that SWS Partners uses are: Cloudflare Rocket Loader, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact SWS Partners?
SWS Partners contact info: Phone number: (614) 670-5733 Website: www.swspartners.com
What does SWS Partners do?

SWS Partners is a modern investment advisory firm specializing in financial planning and wealth management for both individuals and institutions. They offer personalized services to uniquely wealthy individuals and provide institutional asset management for endowments, family offices, and foundations. Their approach emphasizes transparency, collabo... ration, and the use of technology to enhance client outcomes. With a team of experienced professionals, SWS Partners aims to navigate market complexities and deliver tailored investment strategies.Read More

What are SWS Partners social media links?
SWS Partners Linkedin page SWS Partners Twitter page SWS Partners Facebook page
Is SWS Partners a public company?
SWS Partners is private company therefore does not currently have an official ticker symbol
See more information about SWS Partners

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