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, individually owned LLC that advises individuals, families and small-business owners on financial planning and portfolio management. The firm charges a combination of percentage-of-assets fees and hourly advisory fees, and its documented advisory work centers on personalized planning and discretionary portfolio management for smaller client bases rather than institutional mandates. Registrations on file show activity in Colorado, Florida and Pennsylvania, and the firm reports a limited geographic footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Scott Bennett
Founder & OwnerCRD 5057552
Michael Olafsson
Director of InvestmentsCRD 4177825
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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