Southworth Investment Management, LLC

Southworth Investment Management, LLC (CRD# 167926) is a financial advisory firm headquartered in , . They manage $27,048,940 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $1,229,497
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

OH

Financial Advisors at Southworth Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Southworth, financial advisor Westlake OH
John D. Southworth
CRD#: 4663170
Westlake, OH

John Southworth (CRD# 4663170) is an Investment Advisor Representative working at Southworth Investment Management, LLC in Westlake, OH and has 1 year 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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