Citiwest Capital Corporation

Overview

Citiwest Capital Corporation is structured as a corporation and operates as an independent registered investment adviser owned by an individual. The firm services both individual/family and institutional clients and provides financial planning services as a core advisory activity. Its stated fee model is fixed fees rather than asset-based or performance fees. FINTRX flags that the firm does not position itself as a capital allocator, and it is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives