877 W. Main Street
Suite 602
Boise, Idaho 83702
Tel: 208-343-7556
SELWAY ASSET MANAGEMENT, INC, formally registered with the SEC as SELWAY ASSET MANAGEMENT, INC. The firm was established in 08/04/1967. They have over 1 offices throughout the country.
SELWAY ASSET MANAGEMENT, INC. is a Boise, Idaho based Financial Planning firm with nearly $290,256,989 assets under management, offering retirement planning & investment advisory services to 213 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 104638 |
SEC# | 801-4424 |
Assets Managed by Firm | $290,256,989 |
No. of Clients | 213 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 213 | $290,256,989 |
Individuals (other than high net worth individuals) | 33 | $13,220,345 |
High net worth individuals | 65 | $192,717,058 |
Pension and profit sharing plans | Fewer than 5 clients | $12,120,525 |
Charitable organizations | Fewer than 5 clients | $9,326,526 |
Corporations or other businesses | Fewer than 5 clients | $27,502,413 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$9,361,493,116 | 386 | 63 | |
$3,797,719,931 | 78 | 10 | |
$2,856,919,716 | 463 | 34 | |
$1,931,996,135 | 801 | 6 | |
$1,380,795,719 | 2334 | 19 |
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