Westmount Asset Management, LLC
Westmount Asset Management, LLC (CRD# 158857) is a financial advisory firm headquartered in Los Angeles, CA. They manage $3,837,485,441 in 4,164 accounts and serve the financial needs of clients across 15 states (or territories).
-
Total Assets Under Management3,837MILLION
-
Total Number of Accounts4,164ACCOUNTS
-
Average Account Value$921,586
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, IL, MA, NJ, NV, NY, OR, PA, TX, WA
Michael Amash (CRD# 2065461) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.
Arielle Anderson (CRD# 5496642) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.
James Berliner (CRD# 4347667) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.
Michael Cannone (CRD# 4857126) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.
Sean Cauvel (CRD# 2638565) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 26 years of experience in the finance industry. Sean Cauvel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terrence Demorest (CRD# 4926722) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 17 years of experience in the finance industry.
Victoria Dyson (CRD# 6334010) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.
Scott Fellmeth (CRD# 5545200) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.
Todd Goldman (CRD# 5249454) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry. Todd Goldman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Halbert (CRD# 5750237) is an Investment Advisor Representative working at Westmount Asset Management, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.