Southwestern Investment Group Revenue and Competitors

USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Southwestern Investment Group's estimated annual revenue is currently $32.3M per year.(i)
  • Southwestern Investment Group's estimated revenue per employee is $231,000

Employee Data

  • Southwestern Investment Group has 140 Employees.(i)
  • Southwestern Investment Group grew their employee count by 1% last year.

Southwestern Investment Group's People

NameTitleEmail/Phone
1
Financial Advisor, Raymond James; VP at Southwestern Investment GroupReveal Email/Phone
2
EVP, SWIG and Investment Management Consultant, RJFSReveal Email/Phone
3
EVP, SWIGReveal Email/Phone
4
Senior EVPReveal Email/Phone
5
Financial Planner | Southwestern Investment GroupReveal Email/Phone
6
Client Service AssociateReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Marketing & Business Development AssociateReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Wealth AdvisorReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$10M53-9%N/AN/A
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What Is Southwestern Investment Group?

We are a firm of nearly 100 employees all dedicated to the improvement of the financial health of our community. We currently have eight offices located throughout the nation: Franklin, TN | Brentwood, TN | Nashville, TN | Knoxville, TN | Frisco/Dallas, TX | Omaha, NE | Birmingham, AL | Clarinda, IA Our philosophy has remained the same since we started our company in 2002 – to improve financial lives so that you can focus on things that are most important to you – personally, professionally, and spiritually. Though our company has grown and continues to expand, our values have remained consistent and have helped us as we navigate our decisions. They determine our future and the future of our clients. They are the frame work for how we behave, grow, and make decisions. They are the core of our company and of our family of advisors. It’s what you can expect of us, and it’s what we expect of our advisors. CORE VALUES: Wise comprehensive financial counsel Treat people with dignity and respect A high standard of knowledge, professionalism, and expertise Independent objective solutions Ethical and trustworthy Contact us today for more information: http://southwesterninvestmentgroup.com/contact/ Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

keywords:N/A

N/A

Total Funding

140

Number of Employees

$32.3M

Revenue (est)

1%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Southwestern Investment Group News

2022-04-20 - Parts of Allegheny Internet Too Slow to Count as Broadband

... collaborated to form Southwest Pennsylvania Connected, a group to advise applicants for funding from the 2021 Infrastructure Investment and Jobs Act.

2022-04-19 - Southwestern Asset Management adds Nick Davis as Partner

The firm currently manages multiple limited partnerships and real estate investments. SwAM is a Southwestern Group subsidiary.

2022-04-13 - Nine Southwestern Investment Group Advisors Named to ...

The advisors at Southwestern Investment Group are registered representatives with Raymond James Financial Services, a wholly-owned subsidiary of...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$27.7M14036%N/A
#2
$31.6M1409%N/A
#3
$22.3M1409%N/A
#4
$33.9M1400%N/A
#5
$15M140-2%N/A