Investment adviser · CRD 16668
FINANCIAL WEST GROUP
Investment adviser filing (IA)
FINANCIAL WEST INVESTMENT GROUP, INC.
RENO, NV, United States · Form ADV filed Apr 22, 2019
- Regulatory AUM
- $180K Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $180,000 | 100.0% |
Filing source
Form ADV 1316884 · Apr 22, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
1330 LANDER ST.RENO, NV, 89509, United States
CRD 16668
Filing source
Form ADV 1316884 · Apr 22, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.