Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 1 offices throughout the country.
WEST FINANCIAL SERVICES, INC. is a Mclean, Virginia based Financial Planning firm with nearly $1,898,689,741 assets under management, offering retirement planning & investment advisory services to 2545 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 | $1,898,689,741 |
| No. of Clients | 2545 |
| No. of Advisors | 38 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2545 | $1,898,689,741 |
| Individuals (other than high net worth individuals) | 412 | $140,414,882 |
| High net worth individuals | 478 | $1,672,715,512 |
| Pension and profit sharing plans | 8 | $18,402,616 |
| Charitable organizations | 1 | $658,713 |
| Corporations or other businesses | 12 | $66,498,018 |
More Retirement Planning firms in Mclean, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $63,288,614,312 | 87 | 198 | |
| $38,906,541,054 | 402 | 181 | |
| $30,621,255,853 | 50 | 42 | |
| $24,901,888,467 | 75 | 105 | |
| $17,550,000,000 | 4952 | 67 |
Explore More Retirement Advisors in Mclean, Virginia