Unclaimed Profile

Michael Joseph Amash

WESTMOUNT ASSET MANAGEMENT, LLC·LOS ANGELES, California

Series 7, Series 63Clean record22 years registeredWESTMOUNT ASSET MANAGEMENT, LLC

2049 CENTURY PARK EAST, LOS ANGELES, CA 90067CRD# 2065461Firm CRD# 158857

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Joseph Amash · LOS ANGELES, CA

Registration

CRD #2065461 · WESTMOUNT ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

WESTMOUNT PARTNERS, LLC

Nov 2011 – present

WESTMOUNT ASSET MANAGEMENT INC

Sep 2003 – Dec 2011

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 24, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTMOUNT ASSET MANAGEMENT, LLC

CRD 158857 · SEC 801-72739

AUM

$4.3B

Regulatory assets under management

Employees

4,684 client accounts

Services offered by WESTMOUNT ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at WESTMOUNT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Joseph Amash offer?

Michael Joseph Amash specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Michael Joseph Amash's credentials?

Michael Joseph Amash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Joseph Amash located?

Michael Joseph Amash is based in LOS ANGELES, California, working with WESTMOUNT ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Michael Joseph Amash charge for services?

Michael Joseph Amash's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTMOUNT ASSET MANAGEMENT, LLC?

WESTMOUNT ASSET MANAGEMENT, LLC has approximately 39 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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