RIA Intelligence

SWS STRATEGIES, L.L.C.

Legal name: SOUTHWEST STRATEGIES

CRD #106013 SEC #801-17138 DALLAS, TX 972-960-6460
SEC Registered
Total AUM
$111.9M
Discretionary
$108.4M
Employees
5
Clients
10
Accounts
293

AUM Over Time

DateNov 2005
Total AUM$111.9M
Discretionary$108.4M
Non-Disc.$3.5M
Employees5
Clients--
DateSep 2005
Total AUM$111.9M
Discretionary$108.4M
Non-Disc.$3.5M
Employees5
Clients--
DateJun 2005
Total AUM$111.9M
Discretionary$108.4M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2004
Total AUM$106.4M
Discretionary$102.9M
Non-Disc.$3.5M
Employees5
Clients--
DateApr 2002
Total AUM$86.7M
Discretionary$83.1M
Non-Disc.$3.6M
Employees5
Clients--
DateAug 2001
Total AUM$84.6M
Discretionary$79.6M
Non-Disc.$4.9M
Employees5
Clients--