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West Financial Advisors, L.L.C.

● SEC registered since 2017CRD 142265SEC# 801-109976Des Moines, IA
Export (members)
Reg. AUM
$610.5M
Employees
7
Accounts
1,686
Location
Des Moines, IA

West Financial Advisors, L.L.C. assets under management

West Financial Advisors, L.L.C. is an investment advisory firm registered with the SEC based in Des Moines, IA. The firm has been registered since 2017. It reports $610.5 million in regulatory assets under management and employs 7 people.
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West Financial Advisors, L.L.C. owners & executives

5 reported
NameTitleOwnershipSince
Allison Brannen WestMemberUnder 5%2020
Brian Allen West ControlManaging Member25-50%2008
Jackson Brannen WestMemberUnder 5%2020
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Frequently asked questions

How much does West Financial Advisors, L.L.C. manage?

West Financial Advisors, L.L.C. reports $610.5 million in regulatory assets under management on its Form ADV.

How many employees does West Financial Advisors, L.L.C. have?

West Financial Advisors, L.L.C. reports 7 employees.

Where is West Financial Advisors, L.L.C. located?

West Financial Advisors, L.L.C. is based in Des Moines, IA and has been SEC-registered since 2017.

Does West Financial Advisors, L.L.C. disclose fund performance?

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

Contact & registration

Address111 East Grand, Suite 412, Des Moines, IA 50309
Phone515-284-1011
Fax515-284-6522
Office hours8:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1843684
Discloses disciplinary historyNo

Assets under management

Discretionary$587.6M
Non-discretionary$22.9M
Total (RAUM)$610.5M