SOUTHWEST WEALTH ADVISORY GROUP, L.L.C. | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Company Directory for SOUTHWEST WEALTH ADVISORY GROUP, L.L.C.
SOUTHWEST WEALTH ADVISORY GROUP, L.L.C.
Overview
This is an investment management company headquartered in Phoenix, Arizona. With a focus on providing tailored wealth advisory and asset management services, it serves a variety of clients within the financial sector.
The company leverages advanced technologies to enhance its operations, offering strategic financial solutions and prioritizing both innovation and client satisfaction within the industry.
Basic Information
| Industry | Investment management |
|---|---|
| Founded | 2007 |
| Revenue | 32.5M |
| Headquarters | 426 N 44th St, Suite 115, Phoenix, Arizona 85008, United States |
Contact Details
- Phone: +1 602-931-4450
- Website: southwestwealth.com
- LinkedIn: linkedin.com/company/southwest-wealth-advisory-group-l.l.c.
Key Focus Areas & Initiatives
- Comprehensive wealth advisory
- Investment portfolio management
- Financial planning solutions
- Technology integration in operations
- Client-focused service delivery
Technologies Used
- AI
- Amazon AWS
- Android
- CloudFlare Hosting
- IoT
- Outlook
Buyer Teams to Target
Financial Advisory & Portfolio Management
- Chief Investment Officer
- Portfolio Manager
- Investment Analyst
- Wealth Advisor
- Financial Planner
- Risk Specialist
Operations & Compliance
- Chief Operating Officer
- Operations Manager
- Compliance Officer
- Regulatory Affairs Specialist
- Client Services Director
- Administrative Coordinator
Technology & Innovation
- Head of IT
- Systems Administrator
- Cloud Solutions Architect
- Data Analyst
- Information Security Lead
- Business Technology Manager
Executive Leadership
- Chief Executive Officer
- Managing Partner
- Chief Financial Officer
- Director of Strategy
- Managing Director
- Business Development Manager
What They Buy
- Portfolio management software solutions
- Client relationship management (CRM) tools
- Financial analytics platforms
- Cloud-based data hosting services
- Cybersecurity technologies
- Regulatory compliance tools
- Communication and collaboration suites
Signals to Watch
- 🧑💼 New advisory team hires or leadership appointments
- ☁️ Migration to new cloud or hosting platforms
- 🛡️ Upgrades in cybersecurity infrastructure
- 💼 Launch of new investment services
- 🔄 Organizational restructuring or mergers
- 📈 Expansion of financial technology stack