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 a privately held limited liability company organized as an owner-managed investment firm. FINTRX classifies the firm as an investment bank and shows it as SEC-registered in 2005. The dataset indicates the firm is not positioned as a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The public record provided to FINTRX contains minimal operational detail about product lines, client segments, or advisory services beyond those regulatory and structural attributes.

Assets & Accounts

Location & Offices

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

3 of 4
  • Edward Kidner

    DirectorCRD 4705863

  • John Farr

    John Farr

    Managing DirectorCRD 2730549

  • Elizabeth Collins

    FinOpCRD 4714831

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth