Overview
Assets Under Management: $258 million
Headquarters: WESTERVILLE, OH
High-Net-Worth Clients: 73
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,350
Discretionary Accounts: 1,048
Non-Discretionary Accounts: 302
Regulatory Filings
CRD Number: 121384
Last Filing Date: 2025-02-25 00:00:00
Website: https://swisherfinancial.com