WESTEND ADVISORS, LLC

1001 Morehead Square Drive
Suite 600
Charlotte, North Carolina 28203
Tel: 704-556-9300

About WESTEND ADVISORS, LLC

WESTEND ADVISORS, LLC, formally registered with the SEC as WESTEND ADVISORS, LLC. The firm was established in 03/18/2005. They have over 1 offices throughout the country.

WESTEND ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $1,699,961,169 assets under management, offering retirement planning & investment advisory services to 4002 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133279
SEC#	801-63626
Assets Managed by Firm	$1,699,961,169
No. of Clients	4002
No. of Advisors	28

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (MODEL PORTFOLIOS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4002	$1,699,961,169
Individuals (other than high net worth individuals)	3620	$1,149,360,508
High net worth individuals	278	$395,818,571
Pension and profit sharing plans	3	$5,176,379
Charitable organizations	34	$57,832,156
Corporations or other businesses	64	$88,315,495

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