RIA Intel›Advisers›Colorado›NEW WEST INVESTMENT MANAGEMENT, INC.

NEW WEST INVESTMENT MANAGEMENT, INC.

Advisory

CO

Data as of Jun 9, 2026 · Source: SEC Form ADV

Rank in CO
#582
of 720 advisers by AUM
Average account
$471K
across 170 accounts
AUM per adviser
$80M
1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM
$80M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$80M
Discretionary AUM$80M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, CO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

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