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WESTEND ADVISORS, LLC
WESTEND ADVISORS, LLC
CHARLOTTE, North Carolina
·
12 registered advisors
·
CRD# 133279
SEC# 801-63626
0
704-556-9300
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
12
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at WESTEND ADVISORS, LLC
12 registered advisors
Edmund Nelson Durden
CHARLOTTE, North Carolina
CRD# 5273589
Frank Staunton Harkins
CHARLOTTE, North Carolina
CRD# 2743741
Frederick O. Porter
CHARLOTTE, North Carolina
CRD# 5191359
James Walter Cox
CHARLOTTE, North Carolina
CRD# 3025567
Jason Michael Leibowitz
CHARLOTTE, North Carolina
CRD# 4551201
Jennifer M Friedland
CHARLOTTE, North Carolina
CRD# 4887431
John David Black
CHARLOTTE, North Carolina
CRD# 873354
Joseph Nicholas Dagostino
CHARLOTTE, North Carolina
CRD# 1288016
Marion Wooten Peebles
CHARLOTTE, North Carolina
CRD# 7064877
Michael William Goldman
CHARLOTTE, North Carolina
CRD# 2640560
Robert Lansing Pharr
CHARLOTTE, North Carolina
CRD# 840632
Shannon Elaine Hull
CHARLOTTE, North Carolina
CRD# 1975241
05
Office Locations
CHARLOTTE, North Carolina
12 advisors
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Data sourced from SEC Form ADV filings. WESTEND ADVISORS, LLC (CRD# 133279) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.