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Casey Patrick McLiney

Managing Member/Managing Director/Chief Compliance OfficerWestward Investment Advisory, LLCCRD 4587856

About Casey Patrick McLiney

Casey Patrick McLiney is listed as Managing Member/Managing Director/Chief Compliance Officer at Westward Investment Advisory, LLC in Prairie Village, KS. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Westward Investment Advisory, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Casey Patrick McLiney work?

Casey Patrick McLiney is listed as Managing Member/Managing Director/Chief Compliance Officer at Westward Investment Advisory, LLC on SEC Form ADV.

How much of Westward Investment Advisory, LLC does Casey Patrick McLiney own?

Form ADV reports a beneficial ownership band of 50-75%.

Westward Investment Advisory, LLC

TitleManaging Member/Managing Director/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2015
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