CITIWEST CAPITAL CORPORATION

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
DENVER, Colorado
CRD number
113301
Fee structure
Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NANCY SIEGEL

    Registered RepresentativeCRD 1345834

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
600 S Cherry St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth