Overview
Assets Under Management: $1.7 billion
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 7
Average Client Assets: $164 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.61
Average High-Net-Worth Client Assets: $164 million
Total Client Accounts: 4,002
Discretionary Accounts: 4,002
Regulatory Filings
CRD Number: 133279
Filing ID: 2006750
Last Filing Date: 2025-08-01 08:12:00
Website: https://westendadvisors.com