Westfield Asset Management, LLC

Westfield Asset Management, LLC (CRD# 169705) is a financial advisory firm headquartered in Westfield Center, OH. They 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
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

OH

Financial Advisors at Westfield Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kurt R. Kappa
CRD#: 3244992
4015 Medina Road, Medina, OH 44256
93
Wealthminder
score

Kurt Kappa (CRD# 3244992) is an Investment Advisor Representative working at Westfield Asset Management, LLC in Medina, OH and has over 15 years of experience in the finance industry.

2
Jon W. Park
CRD#: 6278221
Two Park Circle, Westfield Center, OH 44251
89
Wealthminder
score

Jon Park (CRD# 6278221) is an Investment Advisor Representative working at Westfield Asset Management, LLC in Westfield Center, OH and has over 2 years of experience in the finance industry.

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