August Wealth Group, Inc.
August Wealth Group, Inc. (CRD# 149542) is a financial advisory firm headquartered in , . They manage $17,200,000 in 127 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts127ACCOUNTS
Average Account Value$135,433
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Westfield (CRD# 2170081) is an Investment Advisor Representative working at August Wealth Group, Inc. in Englewood, CO and has over 25 years of experience in the finance industry. William Westfield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.