SOUTHWEST INVESTMENT ADVISORS, INC.
CRD #312685 SEC #801-120406 TUCSON, AZ 520-544-2500
SEC Registered
Total AUM
$325.7M
Discretionary
$325.7M
Employees
4
Clients
10
Accounts
1,156
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $325.7M | $325.7M | $0 | 4 | 1,156 |
| Oct 2024 | $267.6M | $267.6M | $0 | 4 | 1,182 |
| Mar 2024 | $267.6M | $267.6M | $0 | 4 | 1,182 |
| Feb 2024 | $267.6M | $267.6M | $0 | 4 | 1,182 |
| Aug 2023 | $235.3M | $223.7M | $11.5M | 4 | 0 |
| Mar 2023 | $235.3M | $223.7M | $11.5M | 4 | 0 |
| Feb 2023 | $235.3M | $223.7M | $11.5M | 4 | 0 |
| Mar 2022 | $257.3M | $257.3M | $0 | 4 | 0 |
| Sep 2021 | $209.3M | $209.3M | $0 | 4 | 0 |
| May 2021 | $209.3M | $209.3M | $0 | 4 | 0 |
| Jan 2021 | $167.5M | $167.5M | $0 | 4 | 0 |
DateMar 2025
Total AUM$325.7M
Discretionary$325.7M
Non-Disc.$0
Employees4
Clients1,156
DateOct 2024
Total AUM$267.6M
Discretionary$267.6M
Non-Disc.$0
Employees4
Clients1,182
DateMar 2024
Total AUM$267.6M
Discretionary$267.6M
Non-Disc.$0
Employees4
Clients1,182
DateFeb 2024
Total AUM$267.6M
Discretionary$267.6M
Non-Disc.$0
Employees4
Clients1,182
DateAug 2023
Total AUM$235.3M
Discretionary$223.7M
Non-Disc.$11.5M
Employees4
Clients0
DateMar 2023
Total AUM$235.3M
Discretionary$223.7M
Non-Disc.$11.5M
Employees4
Clients0
DateFeb 2023
Total AUM$235.3M
Discretionary$223.7M
Non-Disc.$11.5M
Employees4
Clients0
DateMar 2022
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees4
Clients0
DateMay 2021
Total AUM$209.3M
Discretionary$209.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees4
Clients0