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West Advisors, Incorporated

● SEC registered since 2011CRD 157236SEC# 801-72579
Export (members)
Reg. AUM
$568.4M
Employees
1
Accounts
16
Location
—

West Advisors, Incorporated assets under management

West Advisors, Incorporated is an SEC-registered investment adviser. The firm has been registered since 2011. It reports $568.4 million in regulatory assets under management and employs 1 people.
View on SEC.gov ↗

West Advisors, Incorporated owners & executives

1 reported
NameTitleOwnershipSince
David Jefferson West ControlPresident, Chief Compliance OfficerOver 75%2005

Frequently asked questions

How much does West Advisors, Incorporated manage?

West Advisors, Incorporated reports $568.4 million in regulatory assets under management on its Form ADV.

How many employees does West Advisors, Incorporated have?

West Advisors, Incorporated reports 1 employees.

Does West Advisors, Incorporated disclose fund performance?

West Advisors, Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone317-627-1083
Office hours8:00a.m. - 4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$413K
Non-discretionary$568M
Total (RAUM)$568.4M