SWISHER FINANCIAL CONCEPTS, INC. - Financial Advisor in Ohio, Westerville

Tel: 614-890-1930 612 Office Parkway Suite B Westerville, Ohio 43082

About 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

Firm CRD#:

121384

Firm SEC#:

801-115211

Assets Under Management:

$257,546,665

No. of Clients:

1350

No. of Advisors:

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

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