SOUTHWEST INVESTMENT ADVISORS, INC. is a TUCSON, Arizona based financial advisory firm with nearly $267,635,456 in assets under management and provides investment advisory services for 1182 clients. There are currently 4 financial advisors at the firm.
General Information |
| Firm CRD#: | 312685 | |
| SEC#: | 801-120406 | |
| Assets under Management: | $267,635,456 | |
| No. of Clients: | 1182 | |
| No. of Advisors: | 4 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FOUNDATIONS INVESTMENT ADVISORS LLC | 175083 | 801-100512 | 48764 | 240 | $6,709,525,290 |
| FINANCIAL DIRECTIONS LLC | 108475 | 801-56919 | 3200 | 3 | $672,472,149 |
| SEM WEALTH MANAGEMENT | 112142 | 801-55690 | 2906 | 10 | $584,140,000 |
| IRONWOOD WEALTH MANAGEMENT, LLC | 200511 | 801-96281 | 2263 | 17 | $662,230,787 |
| BROOKWOOD INVESTMENT GROUP | 316544 | 801-122508 | 2250 | 18 | $689,082,702 |
| WEALTH MANAGEMENT PARTNERS, LLC | 309790 | 801-119566 | 2085 | 9 | $667,042,692 |
| ROVIN CAPITAL | 152662 | 801-71109 | 2034 | 9 | $596,130,000 |
| WINDSOR CAPITAL MANAGEMENT, LLC | 116593 | 801-64200 | 1195 | 8 | $664,971,197 |
| WALL CAPITAL GROUP, INC. | 105913 | 801-41815 | 1152 | 6 | $657,740,174 |
| FORTITUDE FAMILY OFFICE | 317615 | 801-122907 | 729 | 19 | $640,902,238 |
| SMEAD CAPITAL MANAGEMENT, INC. | 143567 | 801-67839 | 87 | 17 | $6,072,332,268 |
| BALBEC CAPITAL MANAGEMENT LP | 284363 | 801-108741 | 20 | 105 | $6,370,551,613 |
| ESTANCIA CAPITAL MANAGEMENT, LLC | 166478 | 801-77521 | 4 | 13 | $610,599,503 |
| RESQ INVESTMENT PARTNERS, LLC | 169528 | 801-78822 | 2 | 5 | $58,876,370 |
| TRINITY CAPITAL ADVISER, LLC | 326133 | 801-129747 | 1 | 73 | $60,000,000 |