Columbia West Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
135562
Registered since
August 25, 2005

Firm profile

FINTRX

Overview

Columbia West Capital, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm appears to be owner-managed (Owner Type: Individual) rather than institutionally held. The dataset does not identify specific advisory lines of business, client segments, or fee schedules, so there is limited public detail about the firm's day-to-day services or target clientele. Available operational flags show Columbia West Capital is not identified as a capital allocator and it does not present itself as an active ESG investor. It is also indicated as a single-state operator (not a multi-state adviser), not newly formed, not a pension consultant, and not reported as a related adviser to another entity. The firm reports a single office location in the dataset.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • John Farr

    John Farr

    Managing DirectorCRD 2730549

  • Edward Kidner

    DirectorCRD 4705863

  • Elizabeth Collins

    FinOpCRD 4714831

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

Maricopa

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
Maricopa
Address
14624 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth