Southwest Value Partners
Southwest Value Partners (CRD# 161582) is a financial advisory firm headquartered in San Diego, CA. They manage $1,080,501,142 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,081MILLION
Total Number of Accounts4ACCOUNTS
Average Account Value$270,125,286
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)