Capital West Partners, LLC

Capital West Partners, LLC (CRD# 130762) is a financial advisory firm headquartered in Tucson, AZ. They manage $251,569,162 in 177 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715
http://www.capitalwestpartners.com
By the Numbers
  • Total Assets Under Management
    252
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $1,421,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at Capital West Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Crane, financial advisor Tucson AZ
Jason C. Crane
CRD#: 4151762
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715

Jason Crane (CRD# 4151762) is an Investment Advisor Representative working at Capital West Partners, LLC in Tucson, AZ and has over 23 years of experience in the finance industry.

2
Jason Ruther, financial advisor Tucson AZ
Jason J. Ruther
CRD#: 2767626
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715

Jason Ruther (CRD# 2767626) is an Investment Advisor Representative working at Capital West Partners, LLC in Tucson, AZ and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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