Southwest Money Management Inc
Southwest Money Management Inc is an SEC-registered ria with $287.9M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Southwest Money Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109668, SEC 801-15538, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $287.9M (2026-02-23)
- Firm type
- Ria
- Employees
- 2
- Clients
- 5
- CRD
- 109668
- Ownership
- NANCE, BRUCE, SHELTON
How much AUM does Southwest Money Management Inc have?
Southwest Money Management Inc reported $287.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Southwest Money Management Inc?
Disclosed owners and executives of Southwest Money Management Inc include NANCE, BRUCE, SHELTON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.