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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $135,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at August Wealth Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
William H. Westfield
CRD#: 2170081
Englewood, CO
96
Wealthminder
score

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.

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