Interwest Investment Advisors, Inc

RIASEC Registered

Total AUM

$60.3M

Discretionary

$60.1M

100% of AUM

Avg account

$79.1K

Accounts

762

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 142840
Website: interwestia.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals86.32%
HNWI13.68%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Interwest Investment Advisors, Inc. is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and offers a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. Their fee schedule includes asset-based fees, hourly billing, fixed fees and other fee arrangements. Interwest is not positioned as an ESG investor and operates as a single‑state adviser.