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| West Financial Services Inc
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| |
|---|---|
| CRD # | 137497 |
| SEC # | 801-64834 |
| CIK # | 0001510062 |
| AUM | $2.2 BB (2024-06-17) |
| Employees | 37 (59% Investors, 0% Brokers) |
| Phone | 703-847-2500 |
| Address | 2010 Corporate Ridge Road Mclean, VA 22102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| NVDA | 399.6 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| PANW | 49.0 | 0.0 | |
| MA | 309.6 | 0.0 | |
| DHR | 183.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 0.1 |
| (b) Individuals (high net worth individuals) | 481 | 1.9 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 16 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,442 | 2.2 |
| By Discretionary | ||
| Discretionary | 2,403 | 2.1 |
| Non-Discretionary | 39 | 0.0 |
| Total | 2,442 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,442 | 2.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001510062] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Parcion Private Wealth LLC
✚
|
WA | 2.2 |
|
Mount Yale Investment Advisors LLC
✚
|
CO | 2.2 |
|
Silvant Capital Management LLC
✚
|
GA | 2.2 |
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.1 |
|
IC Advisory Services Inc
✚
|
NJ | 2.1 |
|
LVW Advisors LLC
✚
|
NY | 2.1 |
|
Bedel Financial Consulting Inc
✚
|
IN | 2.1 |
|
Thompson Investment Management Inc
✚
|
WI | 2.1 |
|
Tributary Capital Management LLC
✚
|
NE | 2.1 |
|
Santander Securities LLC
✚
|
MA | 2.1 |