IWR Advisors
Firm details
- Headquarters
- ,
- CRD number
- 327321
- 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 operating as a limited liability company that serves individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with the ability to charge hourly fees. The firm is owner-managed (individual owner) and is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor.
Assets & Accounts
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
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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