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WESTWARD INVESTMENT ADVISORY, LLC
WESTWARD INVESTMENT ADVISORY, LLC
WESTWARD INVESTMENT ADVISORY
PRAIRIE VILLAGE, Kansas
·
2 registered advisors
·
CRD# 281742
SEC# 801-118800
1
414-716-6300
01
Firm Overview
AUM
$397M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING SERVICES FOR FEE FOR SERVICE BASIS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WESTWARD INVESTMENT ADVISORY, LLC
2 registered advisors
Casey Patrick Mcliney
PRAIRIE VILLAGE, Kansas
CRD# 4587856
James Michael Holcomb
PRAIRIE VILLAGE, Kansas
CRD# 2200239
05
Office Locations
PRAIRIE VILLAGE, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. WESTWARD INVESTMENT ADVISORY, LLC (CRD# 281742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.