1801 F Street
Bellingham, Washington 98225
Tel: 360-738-6019
WEST INVEST, formally registered with the SEC as WEST INVEST. The firm was established in 08/31/2023. They have over 1 offices throughout the country.
WEST INVEST is a Bellingham, Washington based Financial Planning firm with nearly $152,263,001 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 327641 |
SEC# | 801-128653 |
Assets Managed by Firm | $152,263,001 |
No. of Clients | 954 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 954 | $152,263,001 |
Individuals (other than high net worth individuals) | 332 | $101,835,503 |
High net worth individuals | 25 | $49,847,341 |
Corporations or other businesses | 1 | $580,157 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$475,093,919,406 | 163121 | 877 | |
$82,657,150,657 | 146 | 653 | |
$52,480,583,056 | 70944 | 653 | |
$24,747,000,000 | 17 | 95 | |
$23,026,995,111 | 77 | 656 |
Explore More Retirement Advisors in Bellingham, Washington