West Financial Planning

West Financial Planning (CRD# 147138) is a financial advisory firm headquartered in , . They manage $4,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.westfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $88,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at West Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Daniel West, financial advisor Cherry Valley NY
Daniel R. West
CRD#: 5523843
Cherry Valley, NY

Daniel West (CRD# 5523843) is an Investment Advisor Representative working at West Financial Planning in Cherry Valley, NY and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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