Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-107254
FINRA CRD number
281838
AUM ?
$353.64 mm
(as of 28 Mar 24)
Accounts
579
(as of 28 Mar 24)
Employees
5
(5 investment advisory or research)
Address
SWS Partners
807 KINNEAR ROAD
SUITE 100
COLUMBUS
OH 43212
807 KINNEAR ROAD
SUITE 100
COLUMBUS
OH 43212
Phone
614-670-5733
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22