# FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC

FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106607
- Type: SEC-registered investment adviser
- SEC file number: 801-37185
- Location: 13155 NOEL ROAD, SUITE 750, DALLAS, TX, 75240-5040
- Phone: 972-934-9070
- Latest filing: 2019-09-27
- Regulatory AUM: $405.0M
- Discretionary AUM: $403.6M
- Non-discretionary AUM: $1.4M
- Clients: 9
- Accounts: 747

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| WELCH PAUL HESSE | CEO/DIRECTOR/SHAREHOLDER; CEO/PRESIDENT/DIRECTOR/SHAREHOLDER; CHAIRMAN/DIRECTOR/SHAREHOLDER (+5 more) | — |
| MCCOY DONALD WAYNE | SR VICE PRESIDENT/DIRECTOR/SHAREHOLDER; VICE PRESIDENT/DIRECTOR/SHAREHOLDER | — |
| WILSON SONDRA JUNE | CEO/PRESIDENT/DIRECTOR/SHAREHOLDER; DIRECTOR; DIRECTOR/SHAREHOLDER (+3 more) | — |
| BOOBAR KATHY STAPLES | CHAIRMAN OF THE BOARD/DIRECTOR/SHAREHOLDER; CHAIRMAN OF THE BOARD/PRESIDENT/DIRECTOR; CHAIRMAN OF THE BOARD/PRESIDENT/DIRECTOR/SHAREHOLDER (+4 more) | — |
| DUONG PHI QUY | CCO; DIRECTOR OF COMPLIANCE; DIRECTOR OF COMPLIANCE/CHIEF COMPLIANCE OFFICER | — |
| BONNEMA STEPHEN JOSEPH | DIRECTOR | — |
| PARRISH JAMES ANTHONY | DIRECTOR | — |
| WRIGHT RICHARD ALAN | VICE PRESIDENT/DIRECTOR; VICE PRESIDENT/DIRECTOR/SHAREHOLDER | — |
| YDSTEB ALFRED | SHAREHOLDER | — |
| SANCHEZ HENRY | CHIEF COMPLIANCE OFFICER | — |
| RISNER CLARISSA LEIGH | CONTROLLER/DIRECTOR/SHAREHOLDER; COO; COO/DIRECTOR (+3 more) | — |
| HUGHES NOLAN BLAKE | CHIEF COMPLIANCE OFFICER | — |
| GAVETT MICHAEL JOHN | CHIEF OPERATING OFFICER/ PORTFOLIO MANAGER | — |
| CRANE JOSEPH ROBERT | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106607/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106607/similar
- Related entities: https://search.stillhousedata.com/firm/106607/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106607

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.