|
⚲
|
| Keyboard |
| Toro West Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 331265 |
| SEC # | 801-130476 |
| CIK # | |
| AUM | 245.7 M (2026-04-02) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-319-8517 |
| Address | 357 Mccaslin Blvd, Suite 200 Louisville, CO 80027 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 2.7 |
| (b) Individuals (high net worth individuals) | 17 | 243.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 245.7 |
| By Discretionary | ||
| Discretionary | 121 | 166.2 |
| Non-Discretionary | 231 | 79.5 |
| Total | 352 | 245.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 245.7 | |
| Total | 352 | 245.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Taconic Advisors Inc
✚
|
NY | 246.3 M |
|
McKinney Capital Management LLC
✚
|
TX | 246.1 M |
|
The Professional Financial Company LLC
✚
|
UT | 246.1 M |
|
Des Moines Investments LLC
✚
|
IA | 246.0 M |
|
Hall Retirement Planning Services LLC
✚
|
TN | 246.0 M |
|
Pinnacle West Asset Management Inc
✚
|
WY | 245.9 M |
|
Global Wealth Management LLC
✚
|
NJ | 245.7 M |
|
RM Financial Services LLC
✚
|
ME | 245.4 M |
|
Cannon Wealth Management Services LLC
✚
|
NC | 245.2 M |
|
W Advisors LLC
✚
|
TN | 244.9 M |