Fiduciary Financial Services Of The Southwest is an investment advisor in Dallas with $404.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
752335585
SEC advisor number
801-121655
FINRA CRD number
285681
AUM ?
$544.57 mm
(as of 30 May 24)
Accounts
1,029
(as of 30 May 24)
Employees
7
(7 investment advisory or research)
Address
Fiduciary Financial Services Of The Southwest
13155 NOEL ROAD
SUITE 750
DALLAS
TX 75240
13155 NOEL ROAD
SUITE 750
DALLAS
TX 75240
Phone
9729349070
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Feb 20
13F-HR
Quarterly holdings report by institutional manager
23 Oct 19
13F-HR
Quarterly holdings report by institutional manager
30 Jul 19
13F-HR
Quarterly holdings report by institutional manager
2 May 19
13F-HR
Quarterly holdings report by institutional manager
30 Jan 19
13F-HR
Quarterly holdings report by institutional manager
10 Oct 18
13F-HR
Quarterly holdings report by institutional manager
10 Aug 18
13F-HR
Quarterly holdings report by institutional manager
30 Apr 18
13F-HR
Quarterly holdings report by institutional manager
31 Jan 18
13F-HR
Quarterly holdings report by institutional manager
13 Nov 17