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Home > Retirement Planners > california > sausalito > WESTEND CAPITAL MANAGEMENT, LLC.
WESTEND CAPITAL MANAGEMENT, LLC.
One Harbor Drive
Suite 300
Sausalito, California 94965
Tel: (415) 856-0426
About WESTEND CAPITAL MANAGEMENT, LLC.
WESTEND CAPITAL MANAGEMENT, LLC, formally registered with the SEC as WESTEND CAPITAL MANAGEMENT, LLC. The firm was established in 05/10/2002. They have over 1 offices throughout the country.
WESTEND CAPITAL MANAGEMENT, LLC. is a Sausalito, California based Financial Planning firm with nearly $348,134,070 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 120545 |
| SEC# | 801-61128 |
| Assets Managed by Firm | $348,134,070 |
| No. of Clients | 392 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 392 | $348,134,070 |
| Individuals (other than high net worth individuals) | 92 | $138,000,380 |
| High net worth individuals | 104 | $207,000,570 |
| Pension and profit sharing plans | 1 | $1,000,700 |
| Charitable organizations | 2 | $132,000 |
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