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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