WESTEND CAPITAL MANAGEMENT, LLC.

SAUSALITO, California·4 registered advisors·CRD# 120545
SEC# 801-611280(415) 856-0426
01

Firm Overview

AUM
$233M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at WESTEND CAPITAL MANAGEMENT, LLC.

4 registered advisors
Gabriella Papesh
SAN FRANCISCO, California
George Brown Bolton
SAUSALITO, California
Gustave Robert Ozag
SAUSALITO, California
CFPChFC
Sean Charles Cooper
NEW ORLEANS, Louisiana
05

Office Locations

SAUSALITO, California
2 advisors
NEW ORLEANS, Louisiana
1 advisor
SAN FRANCISCO, California
1 advisor

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Data sourced from SEC Form ADV filings. WESTEND CAPITAL MANAGEMENT, LLC. (CRD# 120545) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.