Westlake Capital Inc.

Westlake Capital Inc. (CRD# 105473) is a financial advisory firm headquartered in Westlake Village, CA. They manage $31,066,402 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $1,725,911
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
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.

CA

Financial Advisors at Westlake Capital Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James H. Varing
CRD#: 4321797
1800 Bridgegate Street, Ste 106, Westlake Village, CA 91361
87
Wealthminder
score

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.

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