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| Happy Holidays!! thanks for using AUM13F!! |
| Swisher Financial Concepts Inc
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| CRD # | 121384 |
| SEC # | 801-115211 |
| CIK # | 0001947503 |
| AUM | $257.5 M (2025-02-25) |
| Employees | 8 (62% Investors, 25% Brokers) |
| Phone | 614-890-1930 |
| Address | 612 Office Parkway Westerville, OH 43082 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001947503 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 9.7 | ||
| Abbott Laboratories | 7.0 | ||
| Apple Inc | 5.4 | ||
| Microsoft Corp | 5.1 | ||
| Amazon Com Inc | 3.9 | ||
| Exxon Mobil Corp | 2.9 | ||
| Philip Morris International Inc | 1.5 | ||
| Alphabet Inc | 1.1 | ||
| Nvidia Corp | 1.1 | ||
| Procter & Gamble Co | 1.0 | ||
| Lilly Eli & Co | 1.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 535 | 122.2 |
| (b) Individuals (high net worth individuals) | 73 | 132.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,350 | 257.5 |
| By Discretionary | ||
| Discretionary | 1,048 | 154.8 |
| Non-Discretionary | 302 | 102.8 |
| Total | 1,350 | 257.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 257.5 | |
| Total | 1,350 | 257.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001947503] |
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