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James Michael Holcomb

WESTWARD INVESTMENT ADVISORY, LLC·PRAIRIE VILLAGE, Kansas
Unclaimed Profile
4200 W. 83RD STREET, PRAIRIE VILLAGE, KS 66208CRD# 2200239Firm CRD# 281742
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About

James Michael Holcomb is a registered financial advisor based in PRAIRIE VILLAGE, Kansas, affiliated with WESTWARD INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WESTWARD INVESTMENT ADVISORY, LLC
WESTWARD INVESTMENT ADVISORY
AUM
$397M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WESTWARD INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING SERVICES FOR FEE FOR SERVICE BASIS
Regulatory
SEC/IARD CRD# 2200239
Firm CRD# 281742
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Michael Holcomb offer?
James Michael Holcomb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.
What are James Michael Holcomb's credentials?
James Michael Holcomb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Holcomb located?
James Michael Holcomb is based in PRAIRIE VILLAGE, Kansas, working with WESTWARD INVESTMENT ADVISORY, LLC. Their office serves clients in the PRAIRIE VILLAGE metropolitan area and surrounding communities.
How does James Michael Holcomb charge for services?
James Michael Holcomb's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting services for fee for service basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTWARD INVESTMENT ADVISORY, LLC?
WESTWARD INVESTMENT ADVISORY, LLC has approximately 5 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PRAIRIE VILLAGE
Terry Owen Everson — CENTRAL STATES CAPITAL MARKETS, LLCMichael Alan Horton — CENTRAL STATES CAPITAL MARKETS, LLCCasey Patrick Mcliney — WESTWARD INVESTMENT ADVISORY, LLCJames Michael Mclaughlin — CENTRAL STATES CAPITAL MARKETS, LLCMichelle Elizabeth Trouve — DANDA TROUVE INVESTMENT MANAGEMENT, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
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