SOUTHWEST MONEY MANAGEMENT INC
  • SOUTHWEST MONEY MANAGEMENT INC

Adviser Profile

As of Date 02/23/2026
Registration SEC, Approved, 08/04/1980
Contact Info 725 xxxxxxx
AUM* 287,891,675 0%
of that, discretionary 287,891,675
Number of Employees 2 100%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 57,578,335 0%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

288M 247M 206M 165M 123M 82M 41M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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