SunWest Trust Company is a mid-sized self-directed IRA custodian – with more than 5,000 clients and over $1 billion in assets under custody. SunWest Trust was founded as an escrow company in 1987, and eventually evolved into a full trust company in 2003. If you have personal experience working with SunWest Trust Company, please make sure to share with the community in the comments section at the bottom of the page (if your comment is negative, please keep it civil and constructive).
SunWest Trust Company Licensing:
Custodial type: Trust Company
State where license issued: New Mexico
Date license acquired: 1/20/2004
SunWest Trust Company Clients:
Clients: 5,000+
Assets under custody: $1 Billion+
Client Protections
Better Business Bureau (BBB) Accreditation: Company is accredited by the BBB
BBB file opened: 3/16/2006
To view the complaints brought against SunWest Trust Company, view the company’s BBB profile.
SunWest Trust Company Leadership & Staff:
CEO: Terry White
Staff size: 16
SunWest Trust Company Location:
Albuquerque, NM 87111
Fee Schedule for SunWest Trust Company Self-Directed IRAs
A copy of SunWest Trust Company’s self-directed IRA fee schedule can be found here.
Other Products Offered By SunWest Trust Company:
Solo 401(k)
Escrow Services
SunWest Trust Company Contact Information
Phone: 800-642-7167
Fax: 505-275-1554
Hours: Monday – Friday 9:00am-5:00pm (mtn time zone)
Website: sunwesttrust.com
We do our best to ensure that all the information provided above is accurate, however, if you find something is in error, or if you have new information on SunWest Trust Company which warrants addition to this page, please email us at info@nuwireinvestor.com.
Miguel Mata says:
for self directed IRAs do you offer “checkbook control”?