Southwest Money Management Inc.
Southwest Money Management Inc. (CRD# 109668) is a financial advisory firm headquartered in Blue Jay, CA. They manage $161,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management161MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$32,200,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients