Western Investment LLC

Western Investment LLC (CRD# 161586) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $100,383,161 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $33,461,054
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

UT

Financial Advisors at Western Investment LLC
Showing 1 - 2 of 2 top financial advisors.
1
James R. Merchant
CRD#: 1899264
Salt Lake City, UT
96
Wealthminder
score

James Merchant (CRD# 1899264) is an Investment Advisor Representative working at Western Investment LLC in Salt Lake City, UT and has over 27 years of experience in the finance industry.

2
Matthew S. Crouse
CRD#: 6278075
Salt Lake City, UT
90
Wealthminder
score

Matthew Crouse (CRD# 6278075) is an Investment Advisor Representative working at Western Investment LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

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