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).
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Total Assets Under Management1,457MILLION
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Total Number of Accounts3,525ACCOUNTS
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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
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.