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Robert James Westling

IHP CAPITAL PARTNERS·NEWPORT BEACH, California
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100 BAYVIEW CIRCLE, NEWPORT BEACH, CA 92660CRD# 6047868Firm CRD# 162620
01

About

Robert James Westling is a registered financial advisor based in NEWPORT BEACH, California, affiliated with IHP CAPITAL PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
IHP CAPITAL PARTNERS
IHP CAPITAL PARTNERS
AUM
$698M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at IHP CAPITAL PARTNERS →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PERCENTAGE OF REVENUE OR COSTS
Regulatory
SEC/IARD CRD# 6047868
Firm CRD# 162620
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert James Westling offer?
Robert James Westling specializes in Retirement Planning. Contact their office in NEWPORT BEACH, California for a consultation.
What are Robert James Westling's credentials?
Robert James Westling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Westling located?
Robert James Westling is based in NEWPORT BEACH, California, working with IHP CAPITAL PARTNERS. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Robert James Westling charge for services?
Robert James Westling's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: percentage of revenue or costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is IHP CAPITAL PARTNERS?
IHP CAPITAL PARTNERS has approximately 31 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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