SOUTHWEST INVESTMENT ADVISORS, INC.

TUCSON, Arizona·2 registered advisors·CRD# 312685
SEC# 801-1204060520-544-2500
01

Firm Overview

AUM
$268M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOUTHWEST INVESTMENT ADVISORS, INC.

2 registered advisors
Alexandra Farquhar Kusler
TUCSON, Arizona
Richard John Zich
TUCSON, Arizona
05

Office Locations

TUCSON, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. SOUTHWEST INVESTMENT ADVISORS, INC. (CRD# 312685) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.