Southwest Investment Advisors, Inc.

Southwest Investment Advisors, Inc. (CRD# 312685) is a financial advisory firm headquartered in Tucson, AZ. They manage $267,635,456 in 1,182 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
7594 N La Cholla, Tucson, AZ 85741
http://www.siatucson.com
By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    1,182
    ACCOUNTS
  • Average Account Value
    $226,426
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.

AL, AZ, CA, CO, FL, GA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Southwest Investment Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Alexandra Kusler, financial advisor Tucson AZ
Alexandra F. Kusler
CRD#: 5711458
7594 N La Cholla, Tucson, AZ 85741

Alexandra Kusler (CRD# 5711458) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 12 years of experience in the finance industry.

2
John Schannep, financial advisor Coeur D'alene ID
John R. Schannep
CRD#: 5915617
Coeur D'alene, ID

John Schannep (CRD# 5915617) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Coeur D'alene, ID and has over 11 years of experience in the finance industry.

3
David Bowen, financial advisor Tucson AZ
David W. Bowen
CRD#: 2756428
7594 N La Cholla, Tucson, AZ 85741

David Bowen (CRD# 2756428) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 27 years of experience in the finance industry.

4
Richard Zich, financial advisor Tucson AZ
Richard J. Zich
CRD#: 7081429
7594 N La Cholla, Tucson, AZ 85741

Richard Zich (CRD# 7081429) is an Investment Advisor Representative working at Southwest Investment Advisors, Inc. in Tucson, AZ and has over 4 years of experience in the finance industry.

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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