Westend Capital Management, LLC
Westend Capital Management, LLC (CRD# 120545) is a financial advisory firm headquartered in El Segundo, CA. They manage $158,056,900 in 211 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management158MILLION
Total Number of Accounts211ACCOUNTS
Average Account Value$749,085
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in Santa Monica, CA and has over 35 years of experience in the finance industry.
Gustave Ozag (CRD# 1142854) is an Investment Advisor Representative working at Westend Capital Management, LLC in San Rafael, CA and has over 26 years of experience in the finance industry. Gustave Ozag has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.