WESTVIEW CAPITAL MANAGEMENT LLC

125 High Street
Suite 2612
Boston, Massachusetts 02110
Tel: 617-261-2050

About WESTVIEW CAPITAL MANAGEMENT LLC

WESTVIEW CAPITAL MANAGEMENT LLC, formally registered with the SEC as WESTVIEW CAPITAL MANAGEMENT LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

WESTVIEW CAPITAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $2,061,538,790 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157839
SEC#	801-74392
Assets Managed by Firm	$2,061,538,790
No. of Clients	3
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$2,061,538,790

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