WESTWARD INVESTMENT ADVISORY

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

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 Status	Approved
Firm CRD#	281742
SEC#	801-118800
Assets Managed by Firm	$397,413,891
No. of Clients	53
No. of Advisors	5

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 Clients	AUM
Firm Total	53	$397,413,891
Individuals (other than high net worth individuals)	4	$1,139,761
High net worth individuals	10	$390,784,590
Charitable organizations	Fewer than 5 clients	$2,254,135
Corporations or other businesses	Fewer than 5 clients	$3,235,405

More Retirement Planning firms in Prairie Village, Kansas:

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CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
AE WEALTH MANAGEMENT, LLC 2950 Sw Mcclure Road, Suite B Topeka, KS, 66614	$27,082,623,332	277294	578
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353

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