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West Financial Services, Inc.

● SEC registered since 2005CRD 137497SEC# 801-64834McLean, VA
Export (members)
Reg. AUM
$2.57B
Employees
38
Accounts
2,636
Location
McLean, VA

West Financial Services, Inc. assets under management

West Financial Services, Inc. is an investment advisory firm registered with the SEC based in McLean, VA. The firm has been registered since 2005. It reports $2.6 billion in regulatory assets under management and employs 38 people.
www.westfinancial.comView on SEC.gov ↗

West Financial Services, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Anh Ngoc Lam ControlChief Compliance OfficerUnder 5%2020
Atlantic Union Bank ControlShareholderOver 75%2025
Brian Laurence MacKin ControlPresident; DirectorUnder 5%2017
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Frequently asked questions

How much does West Financial Services, Inc. manage?

West Financial Services, Inc. reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does West Financial Services, Inc. have?

West Financial Services, Inc. reports 38 employees.

Where is West Financial Services, Inc. located?

West Financial Services, Inc. is based in McLean, VA and has been SEC-registered since 2005.

Does West Financial Services, Inc. disclose fund performance?

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

Contact & registration

Address2010 Corporate Ridge Road, Ste 530, McLean, VA 22102
Phone703-847-2500
Fax703-847-5050
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2.54B
Non-discretionary$32.6M
Total (RAUM)$2.57B