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Home > Retirement Planners > arizona > tucson > CAPITAL WEST PARTNERS, LLC
CAPITAL WEST PARTNERS, LLC
6842 E. Tanque Verde Road
Suite C
Tucson, Arizona 85715
Tel: 520-296-9803
About CAPITAL WEST PARTNERS, LLC
CAPITAL WEST PARTNERS, LLC, formally registered with the SEC as CAPITAL WEST PARTNERS, LLC. The firm was established in 03/11/2004. They have over 1 offices throughout the country.
CAPITAL WEST PARTNERS, LLC is a Tucson, Arizona based Financial Planning firm with nearly $275,248,561 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130762 |
| SEC# | 801-62859 |
| Assets Managed by Firm | $275,248,561 |
| No. of Clients | 166 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 166 | $275,248,561 |
| Individuals (other than high net worth individuals) | 103 | $22,283,043 |
| High net worth individuals | 63 | $252,965,518 |
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