Southwestern Advisory Group
Southwestern Advisory Group (CRD# 282950) is a financial advisory firm headquartered in Stephenville, TX. They manage $36,200,000 in 340 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Southwestern Advisory Group
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts340ACCOUNTS
-
Average Account Value$106,471
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Southwestern Advisory Group
1
Cole Parks (CRD# 4941163) is an Investment Advisor Representative working at Southwestern Advisory Group in Stephenville, TX and has over 14 years of experience in the finance industry.
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