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Westview Investment Advisors
Burlington, Vermont
1.0
1 Review
Westview Investment Advisors, based out of Burlington, VT, is a small investment advisory firm catering to high net worth individuals. With over 90 individual clients, they manage a substantial $157,367,000 in assets. Westview Investment Advisors operates from a single office, employing a total of four professionals, three of whom offer expert investment advisory services.
While 401K and individual accounts make up less than 30% of their assets under management, Westview Investment Advisors possesses the capability to effectively manage employer funds. Their impressive track record is evidenced by the fact that 99% of the assets ...see more
Assets Under Mgmt
$157.37M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Reviews for Westview Investment Advisors
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