New West Management, Inc (Denver)

Name: New West Management, Inc
Address: 1700 Lincoln Street, Denver, CO, 80203
Telephone: 303-764-9677

New West Management, Inc is a large advisory firm based in Denver. It manages $41.37 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.

New West Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

New West Management: assets under management

The assets under management (AUM) of New West Management, Inc is $41.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $20.68 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New West Management, Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at New West Management, Inc

David Lowther Henry has been acting as President since 1 Sep 2004. Chester N Winter joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lowther Henry	President	1 Sep 2004	25% - 50%	1182637
Chester N Winter	Secretary	1 Sep 2004	25% - 50%	2056487
Daniel Arenberg	Treasurer	1 Sep 2004	25% - 50%	4979507

Based in Denver

The principal office where New West Management, Inc performs its advisory services is located at 1700 Lincoln Street, Denver, CO 80203, 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 303-764-9677 or by fax 303-832-6154. The normal business hours are 8:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at mezzcap.com.