Interwest Investment Advisors, Inc

RIAState Registered

Total AUM

$74.6M

Discretionary

$74.4M

100% of AUM

Avg account

$104K

Accounts

718

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 142840
Website: interwestia.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals83.92%
HNWI16.08%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Interwest Investment Advisors, Inc. is an independent registered advisory firm that advises individual and family clients. The firm acts as a capital allocator, deploying client capital directly and through third-party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work, and selection of other advisers. Its fee arrangements are flexible — the firm charges percentage-of-AUM fees and also uses hourly and fixed-fee structures. Interwest does not identify as an active ESG investor.