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Westfuller Advisors, LLC

● SEC registered since 2017CRD 155054SEC# 801-111864New York, NY
Export (members)
Reg. AUM
$2.14B
Employees
16
Accounts
75
Location
New York, NY

Westfuller Advisors, LLC assets under management

Westfuller Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2017. It reports $2.1 billion in regulatory assets under management and employs 16 people.

Westfuller Advisors, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brian Charles ColeChief Administrative OfficerUnder 5%2020
Cambria Holdings, LLC ControlMember25-50%2010
Ian Scot Fuller ControlMember, Ceo25-50%2010
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Frequently asked questions

How much does Westfuller Advisors, LLC manage?

Westfuller Advisors, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Westfuller Advisors, LLC have?

Westfuller Advisors, LLC reports 16 employees.

Where is Westfuller Advisors, LLC located?

Westfuller Advisors, LLC is based in New York, NY and has been SEC-registered since 2017.

Does Westfuller Advisors, LLC disclose fund performance?

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

Contact & registration

Address1185 Avenue of the Americas, Suite 319, New York, NY 10036
Phone212-219-6198
Fax646-430-9466
Office hours9a.m. To 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.51B
Non-discretionary$627M
Total (RAUM)$2.14B