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
Southwest Investment Advisors, Inc.
By the Numbers
-
Total Assets Under Management209MILLION
-
Total Number of Accounts883ACCOUNTS
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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
Registered Investment Advisor
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.
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