Westward Investment Advisory
Westward Investment Advisory (CRD# 281742) is a financial advisory firm headquartered in Prairie Village, KS. They manage $96,000,000 in 6 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management96MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$16,000,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
James Holcomb (CRD# 2200239) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 19 years of experience in the finance industry.
Ryan McLaughlin (CRD# 6040356) is an Investment Advisor Representative working at Westward Investment Advisory in Prairie Village, KS and has over 5 years of experience in the finance industry.