SWS Partners LLC
Legal Name: SWS PARTNERS, LLC
Full Contact Details
SWS Partners LLC
985 NORTH HIGH STREET, SUITE 220, COLUMBUS, OH
614-670-5733
Other Info
SWS Partners LLC is legally known as SWS PARTNERS, LLC. It is a DE Limited Liability Company. This firm has 5 employees, of which 4 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 16, 2016.
Direct Owners
-
GERY JOSEPH SADZEWICZ
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JAMES FRANKLIN PARKER
MEMBER owns more than 25% but less than 50%
-
PHILIP EUGENE KESSLER
MEMBER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 13, 2019
- SCHWAB STRATEGIC TR $9,613k
- SCHWAB STRATEGIC TR $9,047k
- SPDR SERIES TRUST $7,645k
- SCHWAB STRATEGIC TR $7,485k
- ISHARES TR CORE S&P500 ETF $5,943k
- Global X MLP ETF $3,919k
- ISHARES TR CORE S&P MCP ETF $3,620k
- INVESCO PREFERRED ETF $3,522k
- Schwab Aggregate Bond ETF (SCH $3,161k
- VANGUARD WHITEHALL FDS INC $3,020k