Westerfield Investment Management

Westerfield Investment Management (CRD# 171248) is a financial advisory firm headquartered in , . They manage $342,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $342,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL

Financial Advisors at Westerfield Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Peter W. Westerfield
CRD#: 2160467
Boca Raton, FL
73
Wealthminder
score

Peter Westerfield (CRD# 2160467) is an Investment Advisor Representative working at Westerfield Investment Management in Boca Raton, FL and has over 25 years of experience in the finance industry.

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