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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