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WEST INVEST
1801 F Street
Bellingham, Washington 98225
Tel: 360-738-6019
About WEST INVEST
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| 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 |
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