Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823136934
SEC advisor number
801-64071
FINRA CRD number
134714
AUM ?
$2.34 bn
(as of 2 Aug 23)
Accounts
2,061
(as of 2 Aug 23)
Employees
50
(15 investment advisory or research)
Address
Southern Wealth Management
5005 LBJ FREEWAY
SUITE 1313
DALLAS
TX 75244
5005 LBJ FREEWAY
SUITE 1313
DALLAS
TX 75244
Phone
972-661-4600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21