Southwestern Money Management LLC
Southwestern Money Management LLC (CRD# 304033) is a financial advisory firm headquartered in San Antonio, TX. They manage $40,066,715 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Southwestern Money Management LLC
By the Numbers
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Total Assets Under Management40MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$2,356,866
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Southwestern Money Management LLC
1
Faisal Khan (CRD# 2826460) is an Investment Advisor Representative working at Southwestern Money Management LLC in San Antonio, TX and has over 18 years of experience in the finance industry.
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