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Building 2SOUTHWESTERN MONEY MANAGEMENT LLC

Map pinSAN ANTONIO, TX
Phone210-344-3400
NotebookSEC #801-117271
Total AUM
$48.3M
Employees
3
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19100 RIDGEWOOD PARKWAY
SUITE 1200
SAN ANTONIO
TX 78259
United States
Operating Hours
9 AM TO 5 PM CENTRAL
Monday - Friday
Phone
210-344-3400

ReceiptFinancials

Total AUM
$48.3M
Accounts
19
Discretionary
$48.3M
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
19
AUM
$48.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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