Westend Capital Management, LLC

Westend Capital Management, LLC (CRD# 120545) is a financial advisory firm headquartered in Santa Monica, CA. They manage $91,859,492 in 202 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $454,750
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA, MD, TX

Financial Advisors at Westend Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
George B. Bolton
CRD#: 1423421
Santa Monica, CA 90401

George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in Santa Monica, CA and has over 34 years of experience in the finance industry.

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