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Home > Retirement Planners > california > los angeles > OLD WEST INVESTMENT MANAGEMENT, LLC
OLD WEST INVESTMENT MANAGEMENT, LLC
601 South Figueroa Street
Suite 1975
Los Angeles, California 90017
Tel: (213) 943-1740
About OLD WEST INVESTMENT MANAGEMENT, LLC
OLD WEST INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as OLD WEST INVESTMENT MANAGEMENT, LLC. The firm was established in 10/15/2008. They have over 1 offices throughout the country.
OLD WEST INVESTMENT MANAGEMENT, LLC is a Los Angeles, California based Financial Planning firm with nearly $401,855,134 assets under management, offering retirement planning & investment advisory services to 328 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148343 |
| SEC# | 801-69604 |
| Assets Managed by Firm | $401,855,134 |
| No. of Clients | 328 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 328 | $401,855,134 |
| Individuals (other than high net worth individuals) | 55 | $6,591,955 |
| High net worth individuals | 248 | $129,243,611 |
| Charitable organizations | Fewer than 5 clients | $14,797,799 |
| Corporations or other businesses | 15 | $9,973,774 |
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