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Richard John Zich

SOUTHWEST INVESTMENT ADVISORS, INC.·TUCSON, Arizona
Unclaimed Profile
7594 N LA CHOLLA, TUCSON, AZ 85741CRD# 7081429Firm CRD# 312685
01

About

Richard John Zich 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# 7081429
Firm CRD# 312685
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard John Zich offer?
Richard John Zich specializes in Financial Planning, Investment Management. Contact their office in TUCSON, Arizona for a consultation.
What are Richard John Zich's credentials?
Richard John Zich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard John Zich located?
Richard John Zich 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 Richard John Zich charge for services?
Richard John Zich'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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Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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