West Loop Financial LLC

West Loop Financial LLC (CRD# 172670) is a financial advisory firm headquartered in , . They manage $35,644,102 in 106 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
http://www.westloopfinancial.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $336,265
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, MI, TX, WI

Financial Advisors at West Loop Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Terrien, financial advisor Fennville MI
Michael S. Terrien
CRD#: 6383628
Fennville, MI

Michael Terrien (CRD# 6383628) is an Investment Advisor Representative working at West Loop Financial LLC in Fennville, MI and has over 9 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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