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Home > Retirement Planners > virginia > mclean > WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC.
2010 Corporate Ridge Road
Ste 530
Mclean, Virginia 22102
Tel: 703-847-2500
About WEST FINANCIAL SERVICES, INC.
WEST FINANCIAL SERVICES, INC, formally registered with the SEC as WEST FINANCIAL SERVICES, INC. The firm was established in 10/03/2005. They have over 2 offices throughout the country.
WEST FINANCIAL SERVICES, INC. is a Mclean, Virginia based Financial Planning firm with nearly $2,574,623,952 assets under management, offering retirement planning & investment advisory services to 2636 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 137497 |
| SEC# | 801-64834 |
| Assets Managed by Firm | $2,574,623,952 |
| No. of Clients | 2636 |
| No. of Advisors | 38 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 2636 | $2,574,623,952 |
| Individuals (other than high net worth individuals) | 430 | $205,784,022 |
| High net worth individuals | 462 | $2,202,474,611 |
| Pension and profit sharing plans | 6 | $16,242,733 |
| Charitable organizations | 1 | $708,399 |
| Corporations or other businesses | 20 | $149,414,187 |
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|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
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