7594 N La Cholla
Tucson, Arizona 85741
Tel: 520-544-2500
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 2 offices throughout the country.
SOUTHWEST INVESTMENT ADVISORS, INC. is a Tucson, Arizona based Financial Planning firm with nearly $235,267,774 assets under management, offering retirement planning & investment advisory services to 1120 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 312685 |
SEC# | 801-120406 |
Assets Managed by Firm | $235,267,774 |
No. of Clients | 1120 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1120 | $235,267,774 |
Individuals (other than high net worth individuals) | 1504 | $124,505,350 |
High net worth individuals | 237 | $108,264,355 |
Pension and profit sharing plans | 3 | $977,604 |
Charitable organizations | 4 | $859,178 |
Corporations or other businesses | 4 | $661,287 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$53,243,468,890 | 65 | 135 | |
$31,053,928,632 | 21 | 150 | |
$19,885,317,307 | 148 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $6,085,656,351 | 50361 | 567 |
$5,606,257,800 | 19 | 96 |
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