West Loop Financial LLC

West Loop Financial LLC (CRD# 172670) is a financial advisory firm headquartered in , . They manage $16,920,178 in 63 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $268,574
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

IL, MI, TX, WI

Financial Advisors at West Loop Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael S. Terrien
CRD#: 6383628
Chicago, IL
90
Wealthminder
score

Michael Terrien (CRD# 6383628) is an Investment Advisor Representative working at West Loop Financial LLC in Chicago, IL and has over 3 years of experience in the finance industry.

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