Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > iowa > des moines > WEST FINANCIAL ADVISORS, L.L.C.
WEST FINANCIAL ADVISORS, L.L.C.
111 East Grand, Suite 412
Des Moines, Iowa 50309
Tel: 515-284-1011
About WEST FINANCIAL ADVISORS, L.L.C.
WEST FINANCIAL ADVISORS, LLC, formally registered with the SEC as WEST FINANCIAL ADVISORS, LLC. The firm was established in 02/16/2017. They have over 1 offices throughout the country.
WEST FINANCIAL ADVISORS, L.L.C. is a Des Moines, Iowa based Financial Planning firm with nearly $610,548,598 assets under management, offering retirement planning & investment advisory services to 1686 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142265 |
| SEC# | 801-109976 |
| Assets Managed by Firm | $610,548,598 |
| No. of Clients | 1686 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1686 | $610,548,598 |
| Individuals (other than high net worth individuals) | 135 | $74,102,931 |
| High net worth individuals | 158 | $513,537,417 |
| Pension and profit sharing plans | Fewer than 5 clients | $22,908,250 |
More Retirement Planning firms in Des Moines, Iowa:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $377,222,976,882 | 6824 | 1955 | |
| $93,913,367,327 | 643 | 645 | |
| $88,549,358,554 | 213 | 258 | |
| $87,368,733,496 | 448526 | 3312 | |
| $16,157,423,229 | 212836 | 383 |
Explore More Retirement Advisors in Des Moines, Iowa