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Building 2TRANSWESTERN CAPITAL ADVISORS, LLC

Map pinNEWPORT, RI
Phone800-997-0718
NotebookSEC #801-67113
Total AUM
$73.7M
Employees
1
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
37 BELLEVUE AVENUE
NEWPORT
RI 02840
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
800-997-0718

ReceiptFinancials

Total AUM
$73.7M
Accounts
1
Discretionary
$73.7M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$73.7M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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