|
⚲
|
| West Advisors Incorporated
✚
|
|
|---|---|
| CRD # | 157236 |
| SEC # | 801-72579 |
| CIK # | 0001843684 |
| AUM | $437.6 MM (2023-03-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 317-627-1083 |
| Address | 11095 Napa Valley Lane Fishers, IN 46037-3965 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.4 |
| (b) Individuals (high net worth individuals) | 13 | 437.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 437.6 |
| By Discretionary | ||
| Discretionary | 1 | 0.4 |
| Non-Discretionary | 13 | 437.2 |
| Total | 14 | 437.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 437.6 | |
| Total | 14 | 437.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001843684] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Neumann Capital Management LLC
✚
|
CA | 0.4 |
|
Bonnie WUSZ & Associates Inc
✚
|
CA | 0.4 |
|
Brennan John David
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|
CA | 0.4 |
|
Lawrence W Kelly & Associates Inc
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|
CA | 0.4 |
|
Mountain Capital Investment Advisors Inc
✚
|
CO | 0.4 |
|
Ventira Private Wealth Management Ltd
✚
|
0.4 | |
|
West Branch Capital LLC
✚
|
MA | 0.4 |
|
Financial Plans & Strategies Inc
✚
|
IN | 0.4 |
|
Hemsley Advisors Ltd
✚
|
IL | 0.4 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.4 |