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Southwest Investment Advisors, Inc.

Headquartered in TUCSON, AZ

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Firm Information

Southwest Investment Advisors, Inc. is a Tucson, Arizona-based investment advisor with 3 licensed agents and $267,635,456 in regulatory assets under management. The firm provides financial planning and portfolio management services for individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also offer a wrap fee program.

Southwest Investment Advisors, Inc.

7594 N LA CHOLLA

TUCSON, AZ 85741

$267.64M

Assets Under Management

1,182

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SOUTHWEST INVESTMENT ADVISORS, INC. has a total of 1 branch locations across the country.
location

TUCSON, AZ

Advisors at Southwest Investment Advisors, Inc.

View All 4 Advisors
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Alexandra Farquhar Kusler

RA

TUCSON, AZ

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Douglas Hurley Riegger

RA

TUCSON, AZ

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Richard John Zich

RA

TUCSON, AZ

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David William Bowen

CFP®, RA

TUCSON, AZ

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Disclosures

There are no public disclosures for Southwest Investment Advisors, Inc..

Frequently Asked Questions (6)

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