N
$80.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Broomfield CO
About NEW West Investment Management, Inc.
NEW West Investment Management, Inc. is a Broomfield-based RIA. The firm has been operating for 27 years. Managing $80.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
63 AVG AGE
$80.0M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
27.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Investment Themes
Timber north Unison
Investment Vehicles
Bridge unison
Services
Oak Radial Pioneer
Owner & Executives
PETER VIKING HEDBERG
President
- CRD
- #1289752
- Ownership
- 75% or more
(956) 507-2536
quantum.pioneer@oakcapital.com
in linkedin.com/in/vector-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
Equity - Exchange:
8.7% U.S. Government/Agency:
20.7% Public Funds:
19.3% Cash:
25.5% Other:
25.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $755,729,781 | 8.7% |
| U.S. Government/Agency | $1,798,115,685 | 20.7% |
| Public Funds | $1,676,503,996 | 19.3% |
| Cash | $2,215,070,047 | 25.5% |
| Other | $2,241,129,694 | 25.8% |
| Total | $8,686,549,203 | 100.0% |