Westward Investment Advisory
Westward Investment Advisory (CRD# 281742) is a financial advisory firm headquartered in Prairie Village, KS. They manage $397,413,891 in 53 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management397MILLION
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Total Number of Accounts53ACCOUNTS
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Average Account Value$7,498,375
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
KS, TX, WI
James Holcomb (CRD# 2200239) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 25 years of experience in the finance industry.
Ryan McLaughlin (CRD# 6040356) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 11 years of experience in the finance industry.
Dale Pfeifer (CRD# 2460854) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 10 years of experience in the finance industry.