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SOUTHWESTERN MONEY MANAGEMENT LLC
CRD 304033 · SEC 801-117271
19100 RIDGEWOOD PARKWAY, SUITE 1200, SAN ANTONIO, TX, 78259, United States
Phone
210-344-3400
Fax
210-344-3411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$48.3M
Discretionary AUM
$48.3M
Team
3 total employees; 2 advisory reps; 19 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 19 | $48.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD