Southern Wealth Management LLP

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CAFR Data
Southern Wealth Management LLP
CRD #134714
SEC #801-64071
CIK #
AUM $2.5 BB (79% Disc, 100% US)
Employees53 (49% Investors, 11% Brokers)
Phone972-661-4600
Address5005 Lbj Freeway
Dallas, TX 75244
Source [IAPD] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02005201020152020
Comparable Firms State AUM ($BB)
Advisory Services Network LLC
GA 2.5
Holland Capital Management LLC
IL 2.5
Carret Asset Management LLC
NY 2.5
Key Investment Services LLC
OH 2.5
Twin Focus Capital Partners LLC
MA 2.5
Gulf Investment Management Inc
TX 2.5
TCI Wealth Advisors Inc
AZ 2.5
Heronbridge Investment Management LLP
2.5
Parsec Financial Management Inc
NC 2.4
Brick Capital Management Inc
MI 2.4
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