Westend Advisors, LLC is a local investment advisory firm based out of Charlotte, NC. With one office, they have established themselves as a prominent player in the financial services industry. The firm boasts a team of 28 talented professionals, out of which seven specialize in providing comprehensive investment advisory services.
With an impressive average of approximately $171,770,000 in assets under management per investment advisor, Westend Advisors surpasses the industry average, demonstrating their proficiency in delivering exceptional financial solutions. Their compensation structure encompasses various types, including a...
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Assets Under Mgmt
$1.2B
Investment Professionals
7
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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