Be advised. This firm is no longer registered.

Southwest Investment Advisors, Inc.

Southwest Investment Advisors, Inc. (CRD# 117052) is a financial advisory firm headquartered in Tucson, AZ. They manage $209,316,883 in 883 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7594 N. La Cholla Blvd., Tucson, AZ 85741
http://www.siatucson.com
By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    883
    ACCOUNTS
  • Average Account Value
    $237,052
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, KS, TX

Financial Advisors at Southwest Investment Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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