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 ...
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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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.