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WESTEND CAPITAL MANAGEMENT, LLC.

One Harbor Drive
Suite 300
Sausalito, California 94965
Tel: (415) 856-0426

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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 StatusApproved
Firm CRD#120545
SEC#801-61128
Assets Managed by Firm$348,134,070
No. of Clients392
No. of Advisors4

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 ClientsAUM
Firm Total392$348,134,070
Individuals (other than high net worth individuals)92$138,000,380
High net worth individuals104$207,000,570
Pension and profit sharing plans1$1,000,700
Charitable organizations2$132,000

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