RIA Intel›Advisers›Arizona›SOUTHWEST INVESTMENT ADVISORS, INC.

SOUTHWEST INVESTMENT ADVISORS, INC.

Advisory

N·TUCSON, AZ

Data as of Feb 4, 2021 · Source: SEC Form ADV

Total AUM
$209M
1-Year AUM Growth
+25.0%
3-Year CAGR
0.0%
Employees
3
Assets Under Management
Total AUM$209M
Discretionary AUM$209M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record9
First FilingDec 27, 2018
Latest FilingFeb 4, 2021
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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