Douglas
Riegger

Southwest Investment Advisors, Inc

CRD#7694750
Investment Advisor
in Tucson, AZ

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About this Advisor

Douglas Riegger is a financial advisor based in Tucson, Arizona, working with Southwest Investment Advisors, Inc. Douglas has previously held positions at Salpointe Catholic High School, Canyon Del Oro High School, Primavera Online High School, Hacienda Del Sol, Bianchi's Italian, University of Arizona, Sole Proprietor, Hifi Kitchen and Cocktails, Southwest Investment Advisors, and LPL Financial LLC. Douglas has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Douglas is part of Southwest Investment Advisors, Inc, which operates out of Tucson, Arizona. The firm has one office and four employees. The firm manages assets totaling $267.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Southwest Investment Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7594 N La Cholla
Tucson, AZ 85741

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Southwest Investment Advisors, Inc Brokerage Details

Total Assets Under Management

$267,635,456

AZ Average: $1,555,372,352
Total Number of Employees

4

AZ Average: 37
Total Number of Accounts

1,182

AZ Average: 1,370
Average Account Size

$226,426

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Douglas Riegger Work History

2023 - Present (1 year)

Southwest Investment Advisors

2023 - Present (1 year)

Lpl Financial LLC

2022 - 2022 (< 1 year)

Hifi Kitchen And Cocktails

2019 - 2022 (3 years)

Sole Proprietor

2018 - 2018 (< 1 year)

Primavera Online High School

2018 - 2018 (< 1 year)

Hacienda Del Sol

2018 - 2018 (< 1 year)

Bianchi'S Italian

2018 - 2022 (4 years)

University Of Arizona

2017 - 2018 (1 year)

Canyon Del Oro High School

2014 - 2017 (3 years)

Salpointe Catholic High School

Disclosures

Please visit the SEC profile of Douglas Riegger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Southwest Investment Advisors, Inc

Douglas Riegger
Tucson, AZ
Richard Zich
Tucson, AZ
Alexandra Kusler
Tucson, AZ
David Bowen
Tucson, AZ

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