WESTVIEW INVESTMENT ADVISORS, LLC

BURLINGTON, Vermont·2 registered advisors·CRD# 116001
SEC# 801-789911802-489-5342
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WESTVIEW INVESTMENT ADVISORS, LLC

2 registered advisors
Patricia Nebel Sokolowski
BURLINGTON, Vermont
Roy Wright Sokolowski
BURLINGTON, Vermont
05

Office Locations

BURLINGTON, Vermont
2 advisors

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Data sourced from SEC Form ADV filings. WESTVIEW INVESTMENT ADVISORS, LLC (CRD# 116001) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.