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SOUTHWESTERN MONEY MANAGEMENT LLC

Tel: 210-344-3400
19100 Ridgewood Parkway
Suite 1200
San Antonio, Texas  78259

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SOUTHWESTERN MONEY MANAGEMENT LLC

SOUTHWESTERN MONEY MANAGEMENT LLC is a San Antonio, Texas based financial advisory firm with nearly $40,066,715 in assets under management and provides investment advisory services for 17 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

304033

SEC#:

801-117271

No. of Clients:

17

Assets under Management

$40,066,715

No. of Advisors:

3

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