Westview Investment Advisors, LLC
Westview Investment Advisors, LLC (CRD# 116001) is a financial advisory firm headquartered in Burlington, VT. They manage $174,502,161 in 485 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Westview Investment Advisors, LLC
By the Numbers
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Total Assets Under Management175MILLION
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Total Number of Accounts485ACCOUNTS
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Average Account Value$359,798
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH, NJ, NY, SC, VT
Financial Advisors at Westview Investment Advisors, LLC
No Advisor Found.
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