Westfuller Advisors, LLC

Westfuller Advisors, LLC (CRD# 155054) is a financial advisory firm headquartered in New York, NY. They manage $1,431,608,734 in 87 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1185 Avenue Of The Americas, Suite 319, New York, NY 10036
https://westfulleradvisors.com
By the Numbers
  • Total Assets Under Management
    1,432
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $16,455,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Westfuller Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ian Fuller, financial advisor New York NY
Ian S. Fuller
CRD#: 5038163
1185 Avenue Of The Americas, Suite 319, New York, NY 10036

Ian Fuller (CRD# 5038163) is an Investment Advisor Representative working at Westfuller Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.

2
Todd Van Grouw, financial advisor New York NY
Todd D. Van Grouw
CRD#: 4412472
1185 Avenue Of The Americas, Suite 319, New York, NY 10036

Todd Van Grouw (CRD# 4412472) is an Investment Advisor Representative working at Westfuller Advisors, LLC in New York, NY and has over 13 years of experience in the finance industry.

3
Kara Kelly, financial advisor San Francisco CA
Kara Kelly
CRD#: 7503405
601 Montgomery Street, Suite #1212, San Francisco, CA 94111

Kara Kelly (CRD# 7503405) is an Investment Advisor Representative working at Westfuller Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

4
Lola West, financial advisor New York NY
Lola C. West
CRD#: 4243450
1185 Avenue Of The Americas, Suite 319, New York, NY 10036

Lola West (CRD# 4243450) is an Investment Advisor Representative working at Westfuller Advisors, LLC in New York, NY and has over 23 years 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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