WESTFULLER ADVISORS, LLC

1185 Avenue Of The Americas
Suite 319
New York, New York 10036
Tel: 212-542-5851

About WESTFULLER ADVISORS, LLC

WESTFULLER ADVISORS, LLC, formally registered with the SEC as WESTFULLER ADVISORS, LLC. The firm was established in 10/15/2017. They have over 2 offices throughout the country.

WESTFULLER ADVISORS, LLC is a New York, New York based Financial Planning firm with nearly $1,431,608,734 assets under management, offering retirement planning & investment advisory services to 87 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155054
SEC#	801-111864
Assets Managed by Firm	$1,431,608,734
No. of Clients	87
No. of Advisors	15

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	87	$1,431,608,734
High net worth individuals	63	$227,795,000
Pension and profit sharing plans	Fewer than 5 clients	$1,215,137
Charitable organizations	16	$254,806,498

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