Interwest Investment Advisors, Inc

RIASEC 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, corporate-structured registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm’s advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Its fee arrangements are flexible—charging a percentage of assets under management as well as hourly, fixed, and other fee types. Interwest does not identify as an active ESG investor and is not flagged as a multi-state adviser.