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
By the Numbers
-
Total Assets Under Management252MILLION
-
Total Number of Accounts177ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA
Financial Advisors at Capital West Partners, LLC
1
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 (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.
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