Robert
Swansboro

Gryphon Financial Partners

CRD#4573898
Investment Advisor
in Toledo, OH

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About this Advisor

Robert Swansboro is a financial advisor based in Toledo, Ohio, working with Gryphon Financial Partners. Robert has previously held positions at Pnc Private Bank and Gryphon Financial Partners, LLC. Robert is registered to provide services in Ohio. Currently, Robert is part of Gryphon Financial Partners, which operates out of Toledo, Ohio. The firm has 24 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Gryphon Financial Partners includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3230 Central Park West Drive Suite 200A
Toledo, OH 43617

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Gryphon Financial Partners Brokerage Details

Total Assets Under Management

$1,760,133,437

OH Average: $2,106,341,625
Total Number of Employees

24

OH Average: 34
Total Number of Accounts

2,278

OH Average: 1,972
Average Account Size

$772,666

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Robert Swansboro Work History

2023 - Present (1 year)

Gryphon Financial Partners, LLC

2012 - 2023 (11 years)

Pnc Private Bank

Disclosures

Please visit the SEC profile of Robert Swansboro 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 Gryphon Financial Partners

Randi Bellner
Columbus, OH
Catherine Cory
Columbus, OH
Joel Guth
Columbus, OH
Michael Solik
Columbus, OH
Mark Fleming
Columbus, OH
Robert Swansboro
Toledo, OH
Ian Hundley
Columbus, OH
Kristen Nicholson
Maumee, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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