Westend Advisors, LLC
Westend Advisors, LLC (CRD# 133279) is a financial advisory firm headquartered in Charlotte, NC. They manage $1,457,139,165 in 3,525 accounts and serve the financial needs of clients across 52 states (or territories).
-
Total Assets Under Management1,457MILLION
-
Total Number of Accounts3,525ACCOUNTS
-
Average Account Value$413,373
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
![](/img/ws/firm-ria-sec-logo.png)
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Anna Brown (CRD# 2904287) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 26 years of experience in the finance industry.
James Cox (CRD# 3025567) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
Joseph Dagostino (CRD# 1288016) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 39 years of experience in the finance industry.
Edmund Durden (CRD# 5273589) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Jennifer Friedland (CRD# 4887431) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.
Michael Goldman (CRD# 2640560) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 28 years of experience in the finance industry.
Frank Harkins (CRD# 2743741) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 28 years of experience in the finance industry.
Marion Peebles (CRD# 7064877) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.
Frederick Porter (CRD# 5191359) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 17 years of experience in the finance industry.
Natale Monastra (CRD# 7850970) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.