Witter & Westlake Investments

Witter & Westlake Investments (CRD# 134774) is a financial advisory firm headquartered in , . They manage $11,353,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.witterwestlake.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $516,045
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Witter & Westlake Investments
Showing 1 - 2 of 2 top financial advisors.
1
Rodney Westlake, financial advisor Naperville IL
Rodney S. Westlake
CRD#: 4933339
Naperville, IL

Rodney Westlake (CRD# 4933339) is an Investment Advisor Representative working at Witter & Westlake Investments in Naperville, IL and has over 19 years of experience in the finance industry.

2
Lon Witter, financial advisor Eagle Harbor MI
Lon L. Witter
CRD#: 821135
Eagle Harbor, MI

Lon Witter (CRD# 821135) is an Investment Advisor Representative working at Witter & Westlake Investments in Eagle Harbor, MI and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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