$60.3M Total AUM
$60.1M Disc. AUM
-- 3Y CAGR
2 Employees
414 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Nationwide · Pershing
- Clients
- Retail
- Platforms
- Timber momentum
- Established Date
- 05-29-2007
- Office Locations
- 2
Office Locations
1450 S. Eagle Flight WAY Suite 110 Boise ID
508 Central AVE Osseo MN
About Interwest Investment Advisors, INC
Interwest Investment Advisors, INC is a Boise-based RIA with 2 offices. The firm has been operating for 19 years. Managing $60.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$30.1M AVG AUM / ADVISOR
$145.6K AVG AUM / CLIENT
11.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Horizon insight Crest pathway
Investment Themes
Delta beacon Focus Atlas horizon
Investment Vehicles
Zenith
Services
Glacier north Crest Vertex Vertex Frontier value Peak Vertex Horizon quantum
Technology
Quantum prime
Owner & Executives
D
DAVID M TIDWELL
Chief Compliance Officer, Owner
- CRD
- #2954047
- Ownership
- 50% but less than 75%
(217) 486-5704
horizon.vital@unisoncapital.com
in linkedin.com/in/matrix-harbor
Showing 1 of 1 owners & executives
Unlock allContacts
Kory Andrew Holker
Chief Compliance Officer, Managing Member
- CRD
- #6823404
(443) 527-3949
pathway.harbor@deltacapital.com
in linkedin.com/in/alpha-quantum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,144,704 | -- |
| Non-Discretionary | $132,862 | -- |
| Total | $60,277,566 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,277,566
Equity - Exchange:
13.6% Equity - OTC:
7.7% Cash:
29.2% U.S. Government/Agency:
5.0% Corporate - Investment Grade:
28.4% Municipal Bonds:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $257,402,056 | 13.6% |
| Equity - OTC | $145,734,988 | 7.7% |
| Cash | $552,657,355 | 29.2% |
| U.S. Government/Agency | $94,633,109 | 5.0% |
| Corporate - Investment Grade | $537,516,058 | 28.4% |
| Municipal Bonds | $304,718,610 | 16.1% |
| Total | $1,892,662,176 | 100.0% |