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Building 2SOUTHWEST INVESTMENT ADVISORS, INC.

Map pinTUCSON, AZ
Phone(520) 544-2500
NotebookSEC #801-114643
Total AUM
$209.3M
Employees
3
Clients
883

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7594 N. LA CHOLLA BLVD.
TUCSON
AZ 85741
United States
Operating Hours
M-TH: 7:00 A.M. - 4:00 P.M., FRI.: 7:00 A.M. - 2:00 P.M.
Monday - Friday
Phone
(520) 544-2500
Other Offices
1

ReceiptFinancials

Total AUM
$209.3M
Accounts
883
Discretionary
$209.3M
Accounts
883
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
844
AUM
$137.9M
HNW Individual Clients
39
AUM
$71.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAKSTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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