Investment adviser · CRD 282950

SOUTHWESTERN ADVISORY GROUP

Investment adviser filing (IA)

PARKS' SOUTHWESTERN ENTERPRISES, LLC

STEPHENVILLE, TX, United States · Form ADV filed Apr 12, 2017

Regulatory AUM
$40M
Form ADV · Item 5.F
Client accounts
120
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 12, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

105 EAST ROAD
STEPHENVILLE, TX, 76401, United States

CRD 282950

Filing source

Form ADV 1106942 · Apr 12, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.