| Name | Title | Ownership | Since |
|---|---|---|---|
| Casey Patrick McLiney Control | Managing Member/Managing Director/Chief Compliance Officer | 50-75% | 2015 |
| James Michael Holcomb Control | Managing Member/Managing Director/Ceo | 25-50% | 2015 |
Westward Investment Advisory, LLC reports $489.5 million in regulatory assets under management on its Form ADV.
Westward Investment Advisory, LLC reports 5 employees.
Westward Investment Advisory, LLC is based in Prairie Village, KS and has been SEC-registered since 2020.
Westward Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4200 W. 83rd Street, Suite 200, Prairie Village, KS 66208 |
| Phone | 414-716-6300 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $90.3M |
| Non-discretionary | $399.2M |
| Total (RAUM) | $489.5M |