Transwestern Capital Advisors, LLC
Transwestern Capital Advisors, LLC (CRD# 141605) is a financial advisory firm headquartered in Newport, RI. They manage $116,045,216 in 2 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Transwestern Capital Advisors, LLC
By the Numbers
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Total Assets Under Management116MILLION
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Total Number of Accounts2ACCOUNTS
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Average Account Value$58,022,608
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, RI
Financial Advisors at Transwestern Capital Advisors, LLC
1
Kendrik Dekoning (CRD# 2415073) is an Investment Advisor Representative working at Transwestern Capital Advisors, LLC in Newport, RI and has over 18 years of experience in the finance industry.
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