Southwest Money Management Inc
Firm details
- Headquarters
- ,
- CRD number
- 109668
- Registered since
- August 4, 1980
- Custodians
- STIFEL NICOLAUS & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Southwest Money Management Inc. is a corporation that has been SEC-registered since 1980 and operates as an institutional registered investment adviser. The firm is owned by an individual and focuses on fee-based portfolio management rather than acting as a capital allocator. Its advisory mandate is concentrated on managing portfolios for businesses and institutional clients. Fee arrangements include a percentage-of-assets component and fixed fees. The firm does not characterize itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds71%
- Cash & Cash Equivalents29%
Owners & executives
1 of 1Bruce Nance
CEO & CFOCRD 1170647
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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