SOUTHWESTERN MONEY MANAGEMENT LLC
Firm details
- Headquarters
- SAN ANTONIO, Texas
- CRD number
- 304033
- Registered since
- September 12, 2019
- Website
- southwesternmoney.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Southwestern Money Management LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its business model is fee-based, charging a percentage of assets under management. The adviser reports a related-adviser affiliation, does not identify as an active ESG investor, and is not a multi-state adviser or pension consultant.
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 Bonds72%
- Private Funds28%
- Investment Grade Corp Bonds3%
Owners & executives
1 of 1BRUCE LEWIS
Chief Compliance OfficerCRD 6226333
Contacts
1 of 1FAISAL KHAN
PresidentCRD 2826460
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANTONIO, TX
BEXAR
Location
SAN ANTONIO, TX
Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.
- Metro area
- San Antonio-New Braunfels-Pearsall, TX
- Region
- South
- County
- BEXAR
- Address
- 19100 Ridgewood Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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