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Building 2SELWAY ASSET MANAGEMENT, INC.

Map pinBOISE, ID
Phone208-343-7556
NotebookSEC #801-4424
Total AUM
$315.2M
Employees
5
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
877 W. MAIN STREET
SUITE 602
BOISE
ID 83702
United States
Operating Hours
7:30 AM - 4:00 PM
Monday - Friday
Phone
208-343-7556

ReceiptFinancials

Total AUM
$315.2M
Accounts
214
Discretionary
$315.2M
Accounts
214
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$27.1M
HNW Individual Clients
52
AUM
$197.6M
Pension/Profit Sharing Plan Clients
1
AUM
$13.8M
Charitable Organization Clients
1
AUM
$10.3M
Insurance Company Clients
1
AUM
$37M
Corporation or Business Clients
9
AUM
$29.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
IDOR

HandshakeAffiliates

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

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