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James Brendahl Westwood

ROYAL OAK FINANCIAL ADVISORS, LLC·ROYAL OAK, Michigan
Unclaimed Profile
1709 CROOKS ROAD, ROYAL OAK, MI 48067CRD# 2241415Firm CRD# 290152
01

About

James Brendahl Westwood is a registered financial advisor based in ROYAL OAK, Michigan, affiliated with ROYAL OAK FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROYAL OAK FINANCIAL ADVISORS, LLC
ROYAL OAK FINANCIAL ADVISORS, LLC
AUM
$250M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ROYAL OAK FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2241415
Firm CRD# 290152
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Brendahl Westwood offer?
James Brendahl Westwood specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ROYAL OAK, Michigan for a consultation.
What are James Brendahl Westwood's credentials?
James Brendahl Westwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Brendahl Westwood located?
James Brendahl Westwood is based in ROYAL OAK, Michigan, working with ROYAL OAK FINANCIAL ADVISORS, LLC. Their office serves clients in the ROYAL OAK metropolitan area and surrounding communities.
How does James Brendahl Westwood charge for services?
James Brendahl Westwood'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 ROYAL OAK FINANCIAL ADVISORS, LLC?
ROYAL OAK FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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