Westside Investment Management, LLC
Westside Investment Management, LLC (CRD# 154522) is a financial advisory firm headquartered in Santa Monica, CA. They manage $659,440,332 in 1,153 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management659MILLION
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Total Number of Accounts1,153ACCOUNTS
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Average Account Value$571,934
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, LA, NV, OK, OR, TX, WA
David Clark (CRD# 2219822) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 32 years of experience in the finance industry.
Mark Cohen (CRD# 1410342) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 33 years of experience in the finance industry.
Noah Cornish (CRD# 2336616) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 31 years of experience in the finance industry.
James Frawley (CRD# 2867752) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 27 years of experience in the finance industry.
Walter O'brien (CRD# 2836656) is an Investment Advisor Representative working at Westside Investment Management, LLC in Kahului, HI and has over 26 years of experience in the finance industry.
Vetea Ribet (CRD# 4823379) is an Investment Advisor Representative working at Westside Investment Management, LLC in Santa Monica, CA and has over 16 years of experience in the finance industry.
Sky Rylant (CRD# 4871901) is an Investment Advisor Representative working at Westside Investment Management, LLC in Oklahoma City, OK and has over 19 years of experience in the finance industry.
Sienna Yoshida (CRD# 3217359) is an Investment Advisor Representative working at Westside Investment Management, LLC in Kahului, HI and has over 24 years of experience in the finance industry.