Overview
Assets Under Management: $568 million
High-Net-Worth Clients: 15
Average Client Assets: $38 million
Frequently Asked Questions
WEST ADVISORS, INCORPORATED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157236), WEST ADVISORS, INCORPORATED is subject to fiduciary duty under federal law.
WEST ADVISORS, INCORPORATED serves 15 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, WEST ADVISORS, INCORPORATED offers portfolio management for individuals. View all service details ↓
WEST ADVISORS, INCORPORATED manages $568 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, WEST ADVISORS, INCORPORATED serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 15
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.93
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 16
Discretionary Accounts: 1
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 157236
Last Filing Date: 2025-02-26 00:00:00
Website: https://comcast.net