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Building 2CAPITAL WEST PARTNERS, LLC

Map pinTUCSON, AZ
Phone520-296-9803
NotebookSEC #801-62859
Total AUM
$300M
Employees
3
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6842 E. TANQUE VERDE ROAD
SUITE C
TUCSON
AZ 85715
United States
Operating Hours
7:30AM - 4PM
Monday - Friday
Phone
520-296-9803

ReceiptFinancials

Total AUM
$300M
Accounts
177
Discretionary
$250.9M
Accounts
113
Non-Discretionary
$49M
Accounts
64

ContactClients

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Individual Clients
103
AUM
$284.5M
HNW Individual Clients
70
AUM
$15.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCA

HandshakeAffiliates

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

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