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Gustave Robert Ozag

WESTEND CAPITAL MANAGEMENT, LLC.·SAUSALITO, California
Unclaimed Profile
ONE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 1142854Firm CRD# 120545
01

About

Gustave Robert Ozag is a registered financial advisor based in SAUSALITO, California, affiliated with WESTEND CAPITAL MANAGEMENT, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WESTEND CAPITAL MANAGEMENT, LLC.
WESTEND CAPITAL MANAGEMENT, LLC.
AUM
$233M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WESTEND CAPITAL MANAGEMENT, LLC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1142854
Firm CRD# 120545
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gustave Robert Ozag offer?
Gustave Robert Ozag specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAUSALITO, California for a consultation.
What are Gustave Robert Ozag's credentials?
Gustave Robert Ozag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gustave Robert Ozag located?
Gustave Robert Ozag is based in SAUSALITO, California, working with WESTEND CAPITAL MANAGEMENT, LLC.. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Gustave Robert Ozag charge for services?
Gustave Robert Ozag's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTEND CAPITAL MANAGEMENT, LLC.?
WESTEND CAPITAL MANAGEMENT, LLC. has approximately 4 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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