West Advisors, Inc.

West Advisors, Inc. (CRD# 157236) is a financial advisory firm headquartered in , . They manage $325,528,000 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $23,252,000
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

IN

Financial Advisors at West Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David J. West
CRD#: 5906135
Fishers, IN
90
Wealthminder
score

David West (CRD# 5906135) is an Investment Advisor Representative working at West Advisors, Inc. in Fishers, IN and has 1 year of experience in the finance industry.

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