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
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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
Peter Tortorici (CRD# 3252606) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has over 21 years of experience in the finance industry.
Cade Vela (CRD# 7850973) is an Investment Advisor Representative working at Westend Advisors, LLC in Charlotte, NC and has 1 year of experience in the finance industry.