WESTSIDE INVESTMENT MANAGEMENT, LLC

2444 Wilshire Blvd
Suite 303
Santa Monica, California 90403
Tel: 310-315-9400

About WESTSIDE INVESTMENT MANAGEMENT, LLC

WESTSIDE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as WESTSIDE INVESTMENT MANAGEMENT, LLC. The firm was established in 08/30/2010. They have over 3 offices throughout the country.

WESTSIDE INVESTMENT MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $659,440,332 assets under management, offering retirement planning & investment advisory services to 1153 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154522
SEC#	801-71762
Assets Managed by Firm	$659,440,332
No. of Clients	1153
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1153	$659,440,332
Individuals (other than high net worth individuals)	2445	$415,892,660
High net worth individuals	15	$205,030,886
Pension and profit sharing plans	5	$36,370,266
Charitable organizations	13	$2,146,520

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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