SOUTHWEST INVESTMENT ADVISORS, INC.
CRD #117052 SEC #801-114643 TUCSON, AZ (520) 544-2500
SEC Registered
Total AUM
$167.5M
Discretionary
$167.5M
Employees
7
Clients
--
Accounts
928
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $209.3M | $209.3M | $0 | 3 | 0 |
| Jan 2021 | $167.5M | $167.5M | $0 | 4 | 0 |
| Jun 2020 | $167.5M | $167.5M | $0 | 7 | 0 |
| Feb 2020 | $167.5M | $167.5M | $0 | 7 | 0 |
| Jan 2020 | $149.6M | $149.6M | $0 | 6 | 0 |
| Nov 2019 | $149.6M | $149.6M | $0 | 6 | 0 |
| Sep 2019 | $149.6M | $149.6M | $0 | 6 | 0 |
| Feb 2019 | $123.4M | $123.4M | $0 | 6 | 0 |
| Dec 2018 | $110.6M | $110.6M | $0 | 9 | 0 |
DateFeb 2021
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$149.6M
Discretionary$149.6M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$123.4M
Discretionary$123.4M
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees9
Clients0