1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOUTHWEST FINANCIAL SERVICES, LLC

Map pinTULSA, OK
Phone918-592-6810
NotebookSEC #801-67032
Total AUM
$49.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2250 E. 73RD STREET
SUITE 400
TULSA
OK 74136
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
918-592-6810

ReceiptFinancials

Total AUM
$49.2M
Accounts
20
Discretionary
$49.2M
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OK

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account