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Building 2NEW WEST ASSET MANAGEMENT

Map pin
Phone1.913.209.9796
NotebookSEC #801-134329
Total AUM
$12.5M
Employees
1
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
1.913.209.9796

ReceiptFinancials

Total AUM
$12.5M
Accounts
18
Discretionary
$12.5M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
17
AUM
$2.5M
Pooled Vehicle Clients
2
AUM
$10M
Investment Advisor Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
SUBADVISOR
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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