Kurt
Grove
Sws Partners, LLC
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About this Advisor
Kurt Grove is a chartered financial analyst operating out of Columbus, Ohio, with a total of 1 year of relevant experience. Grove works at Sws Partners, LLC. Throughout their career, Grove has worked at Sws Partners, LLC, Ohio Public Employee Retirement System, Keybank, Ford Motor Company, Saling Simms Associates and Ohio State University. Grove is registered to serve investors in Ohio. Sws Partners, LLC is a registered investment company operating out of Columbus, OH. It manages $313 million in total assets between its 571 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 571 client accounts, 42% are associated with high-net-worth investors who have more than $1 million in assets. Sws Partners, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and other services. Financial advisory fees largely are based on which services the firm provides the client. Fees billed by Sws Partners, LLC can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sws Partners, LLC Brokerage Details
$312,517,514
5
571
$547,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Kurt Grove Work History
Kurt has been registered as a financial advisor for 1 years.*
Sws Partners, LLC
Ohio Public Employee Retirement System
Keybank
Ford Motor Company
Saling Simms Associates
Ohio State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kurt Grove to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sws Partners, LLC
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
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