Southworth Investment Management, LLC

Southworth Investment Management, LLC (CRD# 167926) is a financial advisory firm headquartered in , . They manage $43,831,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $1,623,370
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 D. Southworth
CRD#: 4663170
Westlake, OH
90
Wealthminder
score

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.

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