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Building 2SOUTHWEST MONEY MANAGEMENT INC

Map pin
Phone725-780-4170
NotebookSEC #801-15538
Total AUM
$287.9M
Employees
2
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
NONE
BY APPT
Phone
725-780-4170

ReceiptFinancials

Total AUM
$287.9M
Accounts
5
Discretionary
$287.9M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Other Clients
5
AUM
$287.9M
Description of Other Clients
H&W TRUST FUNDS

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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