SOUTHWEST FINANCIAL SERVICES, LLC
CRD #132560 SEC #801-67032 TULSA, OK 918-592-6810
SEC Registered
Total AUM
$49.2M
Discretionary
$49.2M
Employees
1
Clients
0
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $49.2M | $49.2M | $0 | 1 | 11 |
| Mar 2011 | $50.8M | $50.8M | $0 | 5 | -- |
| Jul 2010 | $30.6M | $30.6M | $0 | 5 | -- |
| Mar 2010 | $30.6M | $30.6M | $0 | 5 | -- |
| Mar 2008 | $71.9M | $0 | $71.9M | 5 | -- |
| Nov 2007 | $58.7M | $58.7M | $0 | 5 | -- |
| Feb 2007 | $58.7M | $58.7M | $0 | 5 | -- |
DateMar 2012
Total AUM$49.2M
Discretionary$49.2M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$71.9M
Discretionary$0
Non-Disc.$71.9M
Employees5
Clients--
DateNov 2007
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--