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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Crest radialAtlas +more
- Established Date
- 06-30-2014
- Office Locations
- 1
Office Locations
About Colwyn Investments LC
Colwyn Investments is an independent, fee-based RIA in South Jordan, Utah providing wealth management, investment advisory, and financial planning, plus Medicare plan consulting. The firm builds custom portfolios managed daily around each client’s goals, time horizon, and risk tolerance, emphasizing asset allocation, diversification, and risk management across vehicles like ETFs, index and active funds, and individual securities. Custody includes Schwab and TD Ameritrade, and the practice limits clients to stay highly hands-on.
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Owner & Executives
STERLING CHRISTEN JACK
Chief Executive Officer, Investment Advisor
- CRD
- #5435519
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,185,986 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,185,986 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,185,986
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,282,858,474 | 21.5% |
| Corporate - Investment Grade | $1,372,360,228 | 23.0% |
| Equity - Exchange | $1,324,625,959 | 22.2% |
| Cash | $1,115,788,533 | 18.7% |
| U.S. Government/Agency | $871,150,404 | 14.6% |
| Total | $5,966,783,598 | 100.0% |