First Southwest Asset Management, LLC

First Southwest Asset Management, LLC (CRD# 110760) is a financial advisory firm headquartered in Dallas, TX. They manage $8,386,971,933 in 39 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,387
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $215,050,562
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, NH, NM, OK, TX

Financial Advisors at First Southwest Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Robert V. Coulter
CRD#: 4211707
1201 Elm Street, Suite 3500, Dallas, TX 75270
93
Wealthminder
score

Robert Coulter (CRD# 4211707) is an Investment Advisor Representative working at First Southwest Asset Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry.

2
Donald F. Foley
CRD#: 3064794
1201 Elm Street, Suite 3500, Dallas, TX 75270
93
Wealthminder
score

Donald Foley (CRD# 3064794) is an Investment Advisor Representative working at First Southwest Asset Management, LLC in Dallas, TX and has over 13 years of experience in the finance industry.

3
Carl L. Giles
CRD#: 220552
1201 Elm Street, Suite 3500, Dallas, TX 75270
93
Wealthminder
score

Carl Giles (CRD# 220552) is an Investment Advisor Representative working at First Southwest Asset Management, LLC in Dallas, TX and has over 12 years of experience in the finance industry.

4
Daniel W. Grant
CRD#: 1842903
1201 Elm Street, Suite 3500, Dallas, TX 75270
93
Wealthminder
score

Daniel Grant (CRD# 1842903) is an Investment Advisor Representative working at First Southwest Asset Management, LLC in Dallas, TX and has over 28 years of experience in the finance industry.

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