|
⚲
|
| Keyboard |
| Southwest Money Management Inc
✚
|
|
|---|---|
| CRD # | 109668 |
| SEC # | 801-15538 |
| CIK # | |
| AUM | 287.9 M (2026-02-23) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 725-780-4170 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 287.9 |
| Total | 5 | 287.9 |
| By Discretionary | ||
| Discretionary | 5 | 287.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 287.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 287.9 | |
| Total | 5 | 287.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
Idirect Private Credit Advisors LLC
✚
|
NY | 290.9 M |
|
Hmount Asset Management HK Limited
✚
|
290.5 M | |
|
Champion Hill Labs LLC
✚
|
289.1 M | |
|
Acadia Infrastructure Capital LP
✚
|
NY | 288.6 M |
|
Ridgepost Capital Advisors LLC
✚
|
TX | 288.4 M |
|
Palisade Americas Management LLC
✚
|
NY | 288.4 M |
|
Grand Central Music LP
✚
|
287.6 M | |
|
Rice Financial Consulting Inc
✚
|
CA | 287.2 M |
|
BAU Advisors LLC
✚
|
FL | 286.5 M |
|
Lehrer Kenneth Eugene Dr
✚
|
TX | 286.3 M |