SOUTHWEST INVESTMENT ADVISORS, INC.

TUCSON, Arizona·2 registered advisors·CRD# 117052
SEC# 801-1146431(520) 544-2500
01

Firm Overview

AUM
$209M
Regulatory assets under management
Employees
3
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
John Barton Schannep
TUCSON, Arizona
Robert Douglas Wright
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# 117052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.