Columbia West Capital, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
3
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 owned limited liability company registered with the SEC since 2005 and classified in FINTRX as an investment bank. The firm is owned by an individual and, per the snapshot data, does not operate as a capital allocator. The profile indicates Columbia West Capital is not an active ESG investor, is not registered as a multi-state adviser, and does not identify itself as a pension consultant or related adviser. Public disclosures in the FINTRX record do not include detail on client segments, fee schedules, or specific advisory business lines.

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

3 of 3
  • John Farr

    John Farr

    Managing DirectorCRD 2730549

  • Edward Kidner

    DirectorCRD 4705863

  • Elizabeth Collins

    FinOpCRD 4714831

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth