2260 WEST

Overview

2260 West is a small, independent registered investment adviser run as a limited liability company with an individual owner. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its advisory model is fee-based and flexible: it charges a percentage of assets under management and also offers hourly and fixed-fee engagements for planning or discrete projects. Investment activity centers on liquid, publicly traded vehicles rather than acting as a capital allocator to external alternative fund managers. The firm is not positioned as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a pension consultant or related adviser. Its professional network includes an accountant affiliation to support tax and reporting needs.

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Location & Offices