Southwest Retirement Advisors, LLC

Southwest Retirement Advisors, LLC (CRD# 134189) is a financial advisory firm headquartered in Austin, TX. They manage $72,466,593 in 170 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13809 Research Blvd., Suite 645, Austin, TX 78750
http://www.swretirement.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $426,274
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.

TX

Financial Advisors at Southwest Retirement Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John McGlothlin, financial advisor Austin TX
John J. McGlothlin
CRD#: 6861108
13809 Research Blvd., Suite 645, Austin, TX 78750

John McGlothlin (CRD# 6861108) is an Investment Advisor Representative working at Southwest Retirement Advisors, LLC in Austin, TX and has over 6 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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