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SWISHER FINANCIAL CONCEPTS, INC.
Tel: 614-890-1930
612 Office Parkway Suite B
Westerville, Ohio 43082
SWISHER FINANCIAL CONCEPTS, INC.
SWISHER FINANCIAL CONCEPTS, INC. is a Westerville, Ohio based financial advisory firm with nearly $257,546,665 in assets under management and provides investment advisory services for 1350 clients. There are currently 8 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
Firm CRD#:
121384
SEC#:
801-115211
No. of Clients:
1350
Assets under Management
$257,546,665
No. of Advisors:
8
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