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WESTWARD INVESTMENT ADVISORY

4200 W. 83rd Street
Suite 101
Prairie Village, Kansas 66208
Tel: 414-716-6300

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About WESTWARD INVESTMENT ADVISORY

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 $397,413,891 assets under management, offering retirement planning & investment advisory services to 53 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281742
SEC#801-118800
Assets Managed by Firm$397,413,891
No. of Clients53
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (CONSULTING SERVICES FOR FEE FOR SERVICE BASIS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total53$397,413,891
Individuals (other than high net worth individuals)4$1,139,761
High net worth individuals10$390,784,590
Charitable organizationsFewer than 5 clients$2,254,135
Corporations or other businessesFewer than 5 clients$3,235,405

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FCI ADVISORS
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KORNITZER CAPITAL MANAGEMENT, INC.
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$7,212,926,049503240

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