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Home > Retirement Planners > texas > san antonio > SOUTHWESTERN MONEY MANAGEMENT LLC
SOUTHWESTERN MONEY MANAGEMENT LLC
19100 Ridgewood Parkway
Suite 1200
San Antonio, Texas 78259
Tel: 210-344-3400
About SOUTHWESTERN MONEY MANAGEMENT LLC
SOUTHWESTERN MONEY MANAGEMENT LLC, formally registered with the SEC as SOUTHWESTERN MONEY MANAGEMENT LLC. The firm was established in 09/12/2019. They have over 1 offices throughout the country.
SOUTHWESTERN MONEY MANAGEMENT LLC is a San Antonio, Texas based Financial Planning firm with nearly $40,066,715 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304033 |
| SEC# | 801-117271 |
| Assets Managed by Firm | $40,066,715 |
| No. of Clients | 17 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17 | $40,066,715 |
| High net worth individuals | 17 | $40,066,715 |
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