Robert
Swansboro
Gryphon Financial Partners
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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
Services Offered
Fee Structure
Office Location
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Gryphon Financial Partners Brokerage Details
$1,760,133,437
24
2,278
$772,666
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
Gryphon Financial Partners, LLC
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
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Columbus, OH
Maumee, OH
Columbus, OH
Toledo, 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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