West Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 157236
- Registered since
- July 29, 2011
- Fee structure
- Fixed Fees
- Client types
- HNWI99.93%
- Individuals0.07%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
West Advisors, Inc. is an independent, privately owned registered investment adviser organized as a corporation and on the SEC register since 2011. The firm focuses on fee-based portfolio management for individual and family clients, including small business accounts. Its business model emphasizes fixed fees rather than asset-based percentage billing. West Advisors does not present itself as an ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities30%
- Public Funds/Mutual Funds30%
- Exchange Traded Equities25%
- State & Local Bonds9%
- Cash & Cash Equivalents6%
Contacts
1 of 1David West
PresidentCRD 5906135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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