Overview
Assets Under Management: $326 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 193
Average Client Assets: $871,364
Frequently Asked Questions
SOUTHWEST INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312685), SOUTHWEST INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
SOUTHWEST INVESTMENT ADVISORS, INC. is headquartered in TUCSON, AZ.
SOUTHWEST INVESTMENT ADVISORS, INC. serves 193 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, SOUTHWEST INVESTMENT ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SOUTHWEST INVESTMENT ADVISORS, INC. manages $326 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, SOUTHWEST INVESTMENT ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 193
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.64
Average High-Net-Worth Client Assets: $871,364
Total Client Accounts: 1,156
Discretionary Accounts: 1,156
Regulatory Filings
CRD Number: 312685
Filing ID: 1966263
Last Filing Date: 2025-03-28 09:01:00
Website: https://siatucson.com