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Alexandra Farquhar Kusler

SOUTHWEST INVESTMENT ADVISORS, INC.·TUCSON, Arizona
Unclaimed Profile
7594 N LA CHOLLA, TUCSON, AZ 85741CRD# 5711458Firm CRD# 312685
01

About

Alexandra Farquhar Kusler is a registered financial advisor based in TUCSON, Arizona, affiliated with SOUTHWEST INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHWEST INVESTMENT ADVISORS, INC.
SOUTHWEST INVESTMENT ADVISORS, INC.
AUM
$268M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SOUTHWEST INVESTMENT ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5711458
Firm CRD# 312685
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alexandra Farquhar Kusler offer?
Alexandra Farquhar Kusler specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Alexandra Farquhar Kusler's credentials?
Alexandra Farquhar Kusler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexandra Farquhar Kusler located?
Alexandra Farquhar Kusler is based in TUCSON, Arizona, working with SOUTHWEST INVESTMENT ADVISORS, INC.. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Alexandra Farquhar Kusler charge for services?
Alexandra Farquhar Kusler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHWEST INVESTMENT ADVISORS, INC.?
SOUTHWEST INVESTMENT ADVISORS, INC. has approximately 4 employees and manages $268M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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