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SOUTHWEST MONEY MANAGEMENT INC

CRD 109668 · SEC 801-15538

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$287.9M

Discretionary AUM

$287.9M

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-23

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

    Investment Adviser Public Disclosure — Form ADV filings, disciplinary history, and registration details from the SEC.

  • FINRA BrokerCheck →

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Services

Portfolio management (institutions)

States served

CA

Official SEC filing: View on IAPD