CAPITAL WEST PARTNERS, LLC

TUCSON, Arizona·2 registered advisors·CRD# 130762
SEC# 801-628590520-296-9803
01

Firm Overview

AUM
$252M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPITAL WEST PARTNERS, LLC

2 registered advisors
Jason C Crane
TUCSON, Arizona
Jason John Ruther
TUCSON, Arizona
05

Office Locations

TUCSON, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. CAPITAL WEST PARTNERS, LLC (CRD# 130762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.