WESTVIEW MANAGEMENT LLC

WESTVIEW INVESTMENT ADVISORS
BURLINGTON, Vermont·1 registered advisor·CRD# 305655
SEC# 801-1175570802-489-5342
01

Firm Overview

AUM
$180M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLAN ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WESTVIEW MANAGEMENT LLC

1 registered advisor
Benjamin Edward Nostrand
BURLINGTON, Vermont
05

Office Locations

BURLINGTON, Vermont
1 advisor

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Data sourced from SEC Form ADV filings. WESTVIEW MANAGEMENT LLC (CRD# 305655) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.