WESTVIEW INVESTMENT ADVISORS

118 Pine St.
Burlington, Vermont 05401
Tel: 802-489-5342

About WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS, formally registered with the SEC as WESTVIEW INVESTMENT ADVISORS. The firm was established in 10/25/2019. They have over 1 offices throughout the country.

WESTVIEW INVESTMENT ADVISORS is a Burlington, Vermont based Financial Planning firm with nearly $196,770,348 assets under management, offering retirement planning & investment advisory services to 471 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305655
SEC#	801-117557
Assets Managed by Firm	$196,770,348
No. of Clients	471
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	471	$196,770,348
Individuals (other than high net worth individuals)	98	$39,516,887
High net worth individuals	54	$152,077,695
Pension and profit sharing plans	Fewer than 5 clients	$1,858,343
Charitable organizations	Fewer than 5 clients	$3,317,423

More Retirement Planning firms in Burlington, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
ESI FINANCIAL ADVISORS One National Life Drive Montpelier, VT, 05604	$2,124,751,345	11558	450
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23

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