The Western Wealth Group, Inc. (Littleton)

The Western Wealth Group provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Western Wealth Group: assets under management

The assets under management (AUM) of The Western Wealth Group, Inc. is $15.22 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $8.19 million in discretionary accounts and $7.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $292.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $200.96 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Western Wealth Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Littleton

The principal office where The Western Wealth Group, Inc. performs its advisory services is located at 26 West Dry Creek Circle, Littleton, CO 80120, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (303) 880-5675 or by fax (303) 997-1847. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.westernwealthgroup.com.

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