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Building 2SOUTHWEST INVESTMENT ADVISORS, INC.

Map pinTUCSON, AZ
Phone520-544-2500
NotebookSEC #801-120406
Total AUM
$386.9M
Employees
5
Clients
1,162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7594 N LA CHOLLA
TUCSON
AZ 85741
United States
Operating Hours
M-TH: 8:00 AM-4:00 PM, FRI.: 7:00 AM-2PM
Monday - Friday
Phone
520-544-2500

ReceiptFinancials

Total AUM
$386.9M
Accounts
1,162
Discretionary
$386.9M
Accounts
1,162
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
931
AUM
$163.2M
HNW Individual Clients
218
AUM
$216.4M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
7
AUM
$4.8M
Corporation or Business Clients
5
AUM
$2.5M

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
ALAZCACOCTDCDEFLGAIAIDILINKSKYMDMIMNMONCNDNENMNVNYOHOKORPASCSDTNTXUTVAWAWI

HandshakeAffiliates

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

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