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WESTMOUNT ASSET MANAGEMENT, LLC
WESTMOUNT ASSET MANAGEMENT, LLC
LOS ANGELES, California
·
5 registered advisors
·
CRD# 158857
SEC# 801-72739
3
310-556-2502
01
Firm Overview
AUM
$4.3B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WESTMOUNT ASSET MANAGEMENT, LLC
5 registered advisors
Christopher Miles Werner
LOS ANGELES, California
CRD# 5129321
James Edgar Berliner
LOS ANGELES, California
CRD# 4347667
Michael Joseph Amash
LOS ANGELES, California
CRD# 2065461
Robert Adler Berliner
LOS ANGELES, California
CRD# 4347666
Sean Christian Cauvel
LOS ANGELES, California
CRD# 2638565
05
Office Locations
LOS ANGELES, California
5 advisors
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Data sourced from SEC Form ADV filings. WESTMOUNT ASSET MANAGEMENT, LLC (CRD# 158857) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.