Overview
Assets Under Management: $275 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 166
Discretionary Accounts: 127
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 130762
Last Filing Date: 2025-01-23 00:00:00
Website: https://capitalwestpartners.com