Westend Capital Management, LLC
Westend Capital Management, LLC (CRD# 120545) is a financial advisory firm headquartered in Sausalito, CA. They manage $232,892,370 in 331 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Westend Capital Management, LLC
By the Numbers
-
Total Assets Under Management233MILLION
-
Total Number of Accounts331ACCOUNTS
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Average Account Value$703,602
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Westend Capital Management, LLC
1
George Bolton (CRD# 1423421) is an Investment Advisor Representative working at Westend Capital Management, LLC in Santa Monica, CA and has over 38 years of experience in the finance industry.
2
Gustave Ozag (CRD# 1142854) is an Investment Advisor Representative working at Westend Capital Management, LLC in San Rafael, CA and has over 29 years of experience in the finance industry.
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