Westerly Investments, Inc.

Westerly Investments, Inc. (CRD# 118383) is a financial advisory firm headquartered in Newport Beach, CA. They manage $37,623,685 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.


Financial Advisors at Westerly Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
John A. Duncan
CRD#: 2854116
2715 W. Coast Highway, Newport Beach, CA 92663

John Duncan (CRD# 2854116) is an Investment Advisor Representative working at Westerly Investments, Inc. in Newport Beach, CA and has 1 year of experience in the finance industry.

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