Westside Investment Management, Inc.

Westside Investment Management, Inc. (CRD# 154522) is a financial advisory firm headquartered in Santa Monica, CA. They manage $439,204,442 in 920 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    439
    MILLION
  • Total Number of Accounts
    920
    ACCOUNTS
  • Average Account Value
    $477,396
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, HI, NV, OK, TX

Financial Advisors at Westside Investment Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
David T. Clark
CRD#: 2219822
Oklahoma City, OK 73120

David Clark (CRD# 2219822) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Oklahoma City, OK and has over 27 years of experience in the finance industry.

2
Mark L. Cohen
CRD#: 1410342
Santa Monica, CA 90403

Mark Cohen (CRD# 1410342) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 28 years of experience in the finance industry.

3
Noah A. Cornish
CRD#: 2336616
Oklahoma City, OK 73120

Noah Cornish (CRD# 2336616) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Oklahoma City, OK and has over 26 years of experience in the finance industry.

4
James M. Frawley
CRD#: 2867752
Santa Monica, CA 90403

James Frawley (CRD# 2867752) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.

5
Walter J. O'brien
CRD#: 2836656
Kahului, HI 96732

Walter O'brien (CRD# 2836656) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Kahului, HI and has over 22 years of experience in the finance industry.

6
Vetea J. Ribet
CRD#: 4823379
Santa Monica, CA 90403

Vetea Ribet (CRD# 4823379) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 12 years of experience in the finance industry.

7
Sky B. Rylant
CRD#: 4871901
Oklahoma City, OK 73120

Sky Rylant (CRD# 4871901) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Oklahoma City, OK and has over 14 years of experience in the finance industry.

8
Adam P. Scott
CRD#: 5630251
Santa Monica, CA 90403

Adam Scott (CRD# 5630251) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Santa Monica, CA and has over 10 years of experience in the finance industry. Adam Scott 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.

9
Sienna P. Yoshida
CRD#: 3217359
Kahului, HI 96732

Sienna Yoshida (CRD# 3217359) is an Investment Advisor Representative working at Westside Investment Management, Inc. in Kahului, HI and has over 20 years of experience in the finance industry.

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