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COLWYN INVESTMENTS LC
CRD 171858
10923 S REDWOOD ROAD, SOUTH JORDAN, UT, 84095, United States
Phone
8012540084
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.2M
Discretionary AUM
$61.2M
Team
1 total employees; 1 advisory reps; 210 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $61.2M |
All web addresses on file
Official SEC filing: View on IAPD