MESA WEST CAPITAL

11755 Wilshire Blvd
Suite 2100
Los Angeles, California 90025
Tel: 310-806-6300

About MESA WEST CAPITAL

MESA WEST CAPITAL, formally registered with the SEC as MESA WEST CAPITAL. The firm was established in 09/19/2011. They have over 5 offices throughout the country.

MESA WEST CAPITAL is a Los Angeles, California based Financial Planning firm with nearly $8,103,519,719 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158959
SEC#	801-72711
Assets Managed by Firm	$8,103,519,719
No. of Clients	11
No. of Advisors	48

Fee Structure

A percentage of AUM
Performance Based
Other (ORIGINATION, EXTENSION, AND DISPOSITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$8,103,519,719

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