Westerly Investments, Inc.
Westerly Investments, Inc. (CRD# 118383) is a financial advisory firm headquartered in Newport Beach, CA. They manage $49,038,399 in 20 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management49MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$2,451,920
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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.