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).
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Total Assets Under Management1,432MILLION
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Total Number of Accounts87ACCOUNTS
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Average Account Value$16,455,273
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, NY
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.
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.
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.
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.