Southwest Investment Advisors, Inc.

Southwest Investment Advisors, Inc. (CRD# 117052) is a financial advisory firm headquartered in Tucson, AZ. They manage $53,319,860 in 242 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $220,330
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, TX

Financial Advisors at Southwest Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Thomas J. Cariseo
CRD#: 2562834
7594 N. La Cholla Blvd., Tucson, AZ 85741
93
Wealthminder
score

Thomas Cariseo (CRD# 2562834) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 22 years of experience in the finance industry.

2
Alexandra F. Kusler
CRD#: 5711458
7594 N. La Cholla Blvd., Tucson, AZ 85741
93
Wealthminder
score

Alexandra Kusler (CRD# 5711458) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 6 years of experience in the finance industry.

3
John B. Schannep
CRD#: 1160703
7594 N. La Cholla Blvd., Tucson, AZ 85741
93
Wealthminder
score

John Schannep (CRD# 1160703) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 34 years of experience in the finance industry.

4
Robert D. Wright
CRD#: 2502918
7594 N. La Cholla Blvd., Tucson, AZ 85741
93
Wealthminder
score

Robert Wright (CRD# 2502918) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 23 years of experience in the finance industry.

5
Mary G. Schulz
CRD#: 6370460
7594 N. La Cholla Blvd., Tucson, AZ 85741
88
Wealthminder
score

Mary Schulz (CRD# 6370460) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 3 years of experience in the finance industry.

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