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WEST TOWER GROUP, LLC

1021 East Cary Street
Suite 700
Richmond, Virginia 23219
Tel: (804) 420-8588

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About WEST TOWER GROUP, LLC

WEST TOWER GROUP, LLC, formally registered with the SEC as WEST TOWER GROUP, LLC. The firm was established in 11/17/2022. They have over 1 offices throughout the country.

WEST TOWER GROUP, LLC is a Richmond, Virginia based Financial Planning firm with nearly $384,172,036 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#323520
SEC#801-126893
Assets Managed by Firm$384,172,036
No. of Clients10
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total10$384,172,036

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