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Home > Retirement Planners > arizona > tucson > SOUTHWEST INVESTMENT ADVISORS, INC.
SOUTHWEST INVESTMENT ADVISORS, INC.
7594 N La Cholla
Tucson, Arizona 85741
Tel: 520-544-2500
About SOUTHWEST INVESTMENT ADVISORS, INC.
SOUTHWEST INVESTMENT ADVISORS, INC, formally registered with the SEC as SOUTHWEST INVESTMENT ADVISORS, INC. The firm was established in 12/31/2020. They have over 1 offices throughout the country.
SOUTHWEST INVESTMENT ADVISORS, INC. is a Tucson, Arizona based Financial Planning firm with nearly $267,635,456 assets under management, offering retirement planning & investment advisory services to 1182 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 312685 |
| SEC# | 801-120406 |
| Assets Managed by Firm | $267,635,456 |
| No. of Clients | 1182 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1182 | $267,635,456 |
| Individuals (other than high net worth individuals) | 1023 | $140,791,390 |
| High net worth individuals | 150 | $122,024,825 |
| Pension and profit sharing plans | 3 | $1,351,408 |
| Charitable organizations | 4 | $1,761,599 |
| Corporations or other businesses | 2 | $1,706,234 |
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