Overview
Assets Under Management: $202 million
Headquarters: BURLINGTON, VT
High-Net-Worth Clients: 58
Average Client Assets: $2.7 million
Frequently Asked Questions
WESTVIEW INVESTMENT ADVISORS, LLC 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 #116001), WESTVIEW INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
WESTVIEW INVESTMENT ADVISORS, LLC is headquartered in BURLINGTON, VT.
WESTVIEW INVESTMENT ADVISORS, LLC serves 58 high-net-worth clients according to their SEC filing dated February 21, 2018. View client details ↓
According to their SEC Form ADV, WESTVIEW INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WESTVIEW INVESTMENT ADVISORS, LLC manages $202 million in client assets according to their SEC filing dated February 21, 2018.
According to their SEC Form ADV, WESTVIEW INVESTMENT ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.38%
Average Client Assets: $2.7 million
Total Client Accounts: 467
Discretionary Accounts: 455
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 116001
Filing ID: 1163608
Last Filing Date: 2018-02-21 18:28:00