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Building 2TORO WEST CAPITAL ADVISORS

Map pinLOUISVILLE, CO
Phone720-319-8517
NotebookSEC #801-130476
Total AUM
$245.7M
Employees
4
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
357 MCCASLIN BLVD., SUITE 200
LOUISVILLE
CO 80027
United States
Operating Hours
9:00 TO 4:00
Monday - Friday
Phone
720-319-8517

ReceiptFinancials

Total AUM
$245.7M
Accounts
352
Discretionary
$166.2M
Accounts
121
Non-Discretionary
$79.5M
Accounts
231

ContactClients

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Individual Clients
4
AUM
$2.7M
HNW Individual Clients
17
AUM
$243M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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