Sws Partners, Llc
SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions. We believe that by emphasizing the application of modern technologies, we can create broad efficiencies and deliver better outcomes to clients. Its your future. Take control.
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Verified contacts
9
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
4
tools in use
Monthly traffic
35
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- NC
Noah Chelovitz
Associate Financial Planner · Finance & Accounting
EmailPhone - FP
Frank Parker
Founder, Managing Partner · General Business & Management
EmailPhone - KG
Kurt Grove
Portfolio Manager, Partner · Finance & Accounting
EmailPhone - MP
Michael Parker
Chief Investment Officer, Partner · Other
EmailPhone - PK
Philip Kessler
Managing Partner · General Business & Management
EmailPhone
Showing 5 of 9 verified contacts
Top roles at Sws Partners, Llc
8 distinct titles indexed · top 8 shown.
- 2associate financial planner
- 1chief investment officer, partner
- 1director of sales and business development
- 1executive administrator
- 1founder, managing partner
- 1managing partner
- 1mechanic
- 1portfolio manager, partner
Sign up to unlock all 9 contacts at Sws Partners, Llc
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Sign up to reveal 9 verified contacts at Sws Partners, Llc
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