IWR Advisors
Firm details
- Headquarters
- ,
- CRD number
- 327321
- Website
- www.iwradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.23%
- Individuals18.77%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
IWR Advisors is an independent Registered Investment Adviser organized as an LLC and operated by an individual owner. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management charge with hourly billing for certain services. IWR Advisors reports that it does not position itself as a capital allocator and is not an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities31%
Contacts
2 of 2
Michael Olafsson
Director of InvestmentsCRD 4177825
Scott Bennett
Founder & OwnerCRD 5057552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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