4200 W. 83rd Street
Suite 101
Prairie Village, Kansas 66208
Tel: 414-716-6300
WESTWARD INVESTMENT ADVISORY, formally registered with the SEC as WESTWARD INVESTMENT ADVISORY. The firm was established in 05/27/2020. They have over 2 offices throughout the country.
WESTWARD INVESTMENT ADVISORY is a Prairie Village, Kansas based Financial Planning firm with nearly $326,578,389 assets under management, offering retirement planning & investment advisory services to 54 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 281742 |
SEC# | 801-118800 |
Assets Managed by Firm | $326,578,389 |
No. of Clients | 54 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 54 | $326,578,389 |
Individuals (other than high net worth individuals) | 5 | $1,488,095 |
High net worth individuals | 10 | $320,675,232 |
Charitable organizations | Fewer than 5 clients | $2,095,316 |
Corporations or other businesses | Fewer than 5 clients | $2,319,746 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
$21,800,698,476 | 177044 | 571 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
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