Witter & Westlake Investments
Witter & Westlake Investments (CRD# 134774) is a financial advisory firm headquartered in , . They manage $11,353,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Witter & Westlake Investments
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts22ACCOUNTS
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Average Account Value$516,045
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Witter & Westlake Investments
1
Rodney Westlake (CRD# 4933339) is an Investment Advisor Representative working at Witter & Westlake Investments in Naperville, IL and has over 19 years of experience in the finance industry.
2
Lon Witter (CRD# 821135) is an Investment Advisor Representative working at Witter & Westlake Investments in Eagle Harbor, MI and has over 31 years of experience in the finance industry.
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