Overview
Assets Under Management: $191 million
Headquarters: WESTFIELD, NJ
High-Net-Worth Clients: 56
Average Client Assets: $2.6 million
Frequently Asked Questions
WESTFIELD FINANCIAL PLANNING 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 #290102), WESTFIELD FINANCIAL PLANNING is subject to fiduciary duty under federal law.
WESTFIELD FINANCIAL PLANNING is headquartered in WESTFIELD, NJ.
WESTFIELD FINANCIAL PLANNING serves 56 high-net-worth clients according to their SEC filing dated May 29, 2024. View client details ↓
According to their SEC Form ADV, WESTFIELD FINANCIAL PLANNING offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
WESTFIELD FINANCIAL PLANNING manages $191 million in client assets according to their SEC filing dated May 29, 2024.
According to their SEC Form ADV, WESTFIELD FINANCIAL PLANNING serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.84%
Average Client Assets: $2.6 million
Total Client Accounts: 699
Discretionary Accounts: 686
Non-Discretionary Accounts: 13
Regulatory Filings
CRD Number: 290102
Filing ID: 1879329
Last Filing Date: 2024-05-29 09:32:00