Spirit West Advisors, LLC

Spirit West Advisors, LLC (CRD# 285314) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $65,410,089 in 504 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5011 N. Granite Reef Road, Scottsdale, AZ 85250
https://www.facebook.com/spiritwestplanning.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    504
    ACCOUNTS
  • Average Account Value
    $129,782
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Spirit West Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Schaefer, financial advisor Scottsdale AZ
Kevin M. Schaefer
CRD#: 5645639
5011 N. Granite Reef Road, Scottsdale, AZ 85250

Kevin Schaefer (CRD# 5645639) is an Investment Advisor Representative working at Spirit West Advisors, LLC in Scottsdale, AZ and has over 13 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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