Southwest Money Management Inc.

Southwest Money Management Inc. (CRD# 109668) is a financial advisory firm headquartered in , . They manage $130,200,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $26,040,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at Southwest Money Management Inc.
No Advisor Found.
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