Westerly Investments, Inc.

Westerly Investments, Inc. (CRD# 118383) is a financial advisory firm headquartered in Newport Beach, CA. They manage $60,021,022 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2715 W. Coast Highway, Newport Beach, CA 92663
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $3,530,648
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Westerly Investments, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Duncan, financial advisor Newport Beach CA
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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