SOUTHWESTERN MONEY MANAGEMENT LLC
CRD #304033 SEC #801-117271 SAN ANTONIO, TX 210-344-3400
SEC Registered
Total AUM
$45.4M
Discretionary
$45.4M
Employees
3
Clients
25
Accounts
17
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $45.4M | $45.4M | $0 | 3 | 17 |
| Mar 2024 | $40.1M | $40.1M | $0 | 3 | 17 |
| Mar 2023 | $2.2M | $2.2M | $0 | 3 | 15 |
| Mar 2022 | $1.6M | $1.6M | $0 | 3 | 4 |
| Mar 2022 | $1.6M | $1.6M | $0 | 3 | 4 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$45.4M
Discretionary$45.4M
Non-Disc.$0
Employees3
Clients17
DateMar 2024
Total AUM$40.1M
Discretionary$40.1M
Non-Disc.$0
Employees3
Clients17
DateMar 2023
Total AUM$2.2M
Discretionary$2.2M
Non-Disc.$0
Employees3
Clients15
DateMar 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients4
DateMar 2022
Total AUM$1.6M
Discretionary$1.6M
Non-Disc.$0
Employees3
Clients4
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0