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WESTEND CAPITAL MANAGEMENT, LLC.
WESTEND CAPITAL MANAGEMENT, LLC.
SAUSALITO, California
·
6 registered advisors
·
CRD# 120545
SEC# 801-61128
0
(415) 856-0426
01
Firm Overview
AUM
$233M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at WESTEND CAPITAL MANAGEMENT, LLC.
6 registered advisors
Christen Leah Hardy
SAN FRANCISCO, California
CRD# 6039980
Gabriella Papesh
SAN FRANCISCO, California
CRD# 5333498
George Brown Bolton
SAUSALITO, California
CRD# 1423421
George Elliman
SAUSALITO, California
CRD# 6108313
Gustave Robert Ozag
SAUSALITO, California
CRD# 1142854
Sean Charles Cooper
NEW ORLEANS, Louisiana
CRD# 2303884
05
Office Locations
SAUSALITO, California
3 advisors
SAN FRANCISCO, California
2 advisors
NEW ORLEANS, Louisiana
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
.