Colwyn Investments Lc

Colwyn Investments Lc (CRD# 171858) is a financial advisory firm headquartered in South Jordan, UT. They manage $56,617,458 in 418 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10923 S Redwood Road, South Jordan, UT 84095
http://www.colwyninvestments.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $135,448
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
  • 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.

CA, UT

Financial Advisors at Colwyn Investments Lc
Showing 1 - 3 of 3 top financial advisors.
1
Sterling Jack, financial advisor South Jordan UT
Sterling C. Jack
CRD#: 5435519
10923 S Redwood Road, South Jordan, UT 84095

Sterling Jack (CRD# 5435519) is an Investment Advisor Representative working at Colwyn Investments Lc in South Jordan, UT and has over 16 years of experience in the finance industry.

2
Todd Sirrine, financial advisor South Jordan UT
Todd W. Sirrine
CRD#: 6570293
South Jordan, UT

Todd Sirrine (CRD# 6570293) is an Investment Advisor Representative working at Colwyn Investments Lc in South Jordan, UT and has over 8 years of experience in the finance industry.

3
Jacob Oyler, financial advisor South Jordan UT
Jacob J. Oyler
CRD#: 7324006
10923 S Redwood Road, South Jordan, UT 84095

Jacob Oyler (CRD# 7324006) is an Investment Advisor Representative working at Colwyn Investments Lc in South Jordan, UT and has over 3 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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