Southwestern Advisory Group LLC

Southwestern Advisory Group LLC (CRD# 282950) is a financial advisory firm headquartered in Stephenville, TX. They manage $38,693,795 in 362 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
105 East Road, Stephenville, TX 76401
https://www.facebook.com/swagrp
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    362
    ACCOUNTS
  • Average Account Value
    $106,889
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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Southwestern Advisory Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cole Parks, financial advisor Stephenville TX
Cole G. Parks
CRD#: 4941163
105 East Road, Stephenville, TX 76401

Cole Parks (CRD# 4941163) is an Investment Advisor Representative working at Southwestern Advisory Group LLC in Stephenville, TX and has over 14 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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