West Paces Advisors, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 175512
- Registered since
- May 13, 2015
- Website
- westpacesadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.36%
- Individuals2.79%
- Charitable Organizations0.59%
- Pension & Profit Sharing Plans0.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
West Paces Advisors, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and operating since 2015. The firm serves both individual and institutional clients and charges fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. West Paces identifies itself as a capital allocator and does not report active ESG investing or multi-state adviser status.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- Other4%
Contacts
3 of 6
Andrea Thompson
CCOCRD 7337394
John Oglesby
PrincipalCRD 2716654
George Crews
Founding PrincipalCRD 4008720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 144Active vs passive
$466M in ETFs
75%
$351M
15%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.8M | 111,760 | 16.48% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3284 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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