One Harbor Drive
Suite 300
Sausalito, California 94965
Tel: (415) 856-0426
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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