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MESA WEST CAPITAL

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

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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 StatusApproved
Firm CRD#158959
SEC#801-72711
Assets Managed by Firm$8,103,519,719
No. of Clients11
No. of Advisors48

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 ClientsAUM
Firm Total11$8,103,519,719

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