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WESTEND ADVISORS, LLC
1001 Morehead Square Drive
Suite 600
Charlotte, North Carolina 28203
Tel: 704-556-9300
About WESTEND ADVISORS, LLC
WESTEND ADVISORS, LLC, formally registered with the SEC as WESTEND ADVISORS, LLC. The firm was established in 03/18/2005. They have over 1 offices throughout the country.
WESTEND ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $1,699,961,169 assets under management, offering retirement planning & investment advisory services to 4002 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133279 |
| SEC# | 801-63626 |
| Assets Managed by Firm | $1,699,961,169 |
| No. of Clients | 4002 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIOS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4002 | $1,699,961,169 |
| Individuals (other than high net worth individuals) | 3620 | $1,149,360,508 |
| High net worth individuals | 278 | $395,818,571 |
| Pension and profit sharing plans | 3 | $5,176,379 |
| Charitable organizations | 34 | $57,832,156 |
| Corporations or other businesses | 64 | $88,315,495 |
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