Westlake Capital Inc.

Westlake Capital Inc. (CRD# 105473) is a financial advisory firm headquartered in Westlake Village, CA. They manage $38,968,299 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1800 Bridgegate Street, Ste 106, Westlake Village, CA 91361
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $2,783,450
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Westlake Capital Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James Varing, financial advisor Westlake Village CA
James H. Varing
CRD#: 4321797
1800 Bridgegate Street, Ste 106, Westlake Village, CA 91361

James Varing (CRD# 4321797) is an Investment Advisor Representative working at Westlake Capital Inc. in Westlake Village, CA and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals