Westlake Financial Advisors LLC
Westlake Financial Advisors LLC (CRD# 140667) is a financial advisory firm headquartered in Westlake Village, CA. They manage $38,000,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Westlake Financial Advisors LLC
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$500,000
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Westlake Financial Advisors LLC
No Advisor Found.
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