Westfield Wealth Management, LLC
Westfield Wealth Management, LLC (CRD# 125421) is a financial advisory firm headquartered in Westfield, NJ. They manage $47,635,200 in 138 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$345,183
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Anna Christakos (CRD# 3087348) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Westfield, NJ and has over 18 years of experience in the finance industry.
Peter Christakos (CRD# 2010712) is an Investment Advisor Representative working at Westfield Wealth Management, LLC in Westfield, NJ and has over 23 years of experience in the finance industry.