1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SPIRIT WEST ADVISORS, LLC

Map pinSCOTTSDALE, AZ
Phone480-306-7823
NotebookSEC #801-134843
Total AUM
$111.1M
Employees
1
Clients
566

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5011 N. GRANITE REEF ROAD
SCOTTSDALE
AZ 85250
United States
Operating Hours
8 AM - 6 PM
Monday - Friday
Phone
480-306-7823
Other Offices
1

ReceiptFinancials

Total AUM
$111.1M
Accounts
566
Discretionary
$111.1M
Accounts
566
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
546
AUM
$90.1M
HNW Individual Clients
20
AUM
$21M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account