Colwyn Investments Lc

Colwyn Investments Lc (CRD# 171858) is a financial advisory firm headquartered in , . They manage $5,500,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    75
    ACCOUNTS
  • Average Account Value
    $73,333
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Colwyn Investments Lc
Showing 1 - 2 of 2 top financial advisors.
1
Sterling C. Jack
CRD#: 5435519
South Jordan, UT
93
Wealthminder
score

Sterling Jack (CRD# 5435519) is an Investment Advisor Representative working at Colwyn Investments Lc in South Jordan, UT and has over 9 years of experience in the finance industry.

2
Todd W. Sirrine
CRD#: 6570293
South Jordan, UT
87
Wealthminder
score

Todd Sirrine (CRD# 6570293) is an Investment Advisor Representative working at Colwyn Investments Lc in South Jordan, UT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.