COLUMBIA WEST CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Scottsdale, Arizona
CRD number
135562
Registered since
August 25, 2005

Firm profile

FINTRX

Overview

Columbia West Capital, LLC is organized as a limited liability company and is registered with the SEC since 2005. FINTRX classifies the firm as an investment bank and indicates individual ownership. The profile shows the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or as a related adviser to another registered entity.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • EDWARD KIDNER

    DirectorCRD 4705863

  • JOHN FARR

    Managing DirectorCRD 2730549

  • ELIZABETH COLLINS

    FinOpCRD 4714831

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
14624 N Scottsdale Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth