SWISHER FINANCIAL CONCEPTS, INC.
SEC Form ADV profile.
Total regulatory AUM
$316,989,035
Discretionary
$198,540,967
Non-discretionary
$118,448,068
Firm details
- CRD number
- 121384
- SEC file number
- 801-115211
- Main office
- WESTERVILLE, OH, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.