| Name | Title | Ownership | Since |
|---|---|---|---|
| Edmund Nelson Durden Control | Chief Investment Strategist | Under 5% | 2006 |
| Frederick O. Porter Control | Chief Investment Officer | Under 5% | 2019 |
| Graham K Hunt Control | Managing Partner | Under 5% | 2015 |
Westend Advisors, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
Westend Advisors, LLC reports 28 employees.
Westend Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2005.
Westend Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203 |
| Phone | 704-556-9300 |
| Fax | 704-554-7759 |
| Office hours | 8:30 a.m. To 5:00 p.m. Et |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1351731 |
| Discloses disciplinary history | No |
| Discretionary | $1.7B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.7B |