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| WestEnd Advisors LLC
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|---|---|
| CRD # | 133279 |
| SEC # | 801-63626 |
| CIK # | 0001351731 |
| AUM | $1.7 B (2025-01-30) |
| Employees | 28 (25% Investors, 43% Brokers) |
| Phone | 704-556-9300 |
| Address | 1001 Morehead Square Drive Charlotte, NC 28203 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Texas Instruments Inc | 0.1 | ||
| Oracle Corp | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Mastercard Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,620 | 1.1 |
| (b) Individuals (high net worth individuals) | 278 | 0.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.0 |
| (h) Charitable organizations | 34 | 0.1 |
| (i) State or municipal government entities | 3 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 64 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,002 | 1.7 |
| By Discretionary | ||
| Discretionary | 4,002 | 1.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,002 | 1.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.7 | |
| Total | 4,002 | 1.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001351731] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smith Group Asset Management LLC
✚
|
TX | 1.7 |
|
Center for Financial Planning Inc
✚
|
MI | 1.7 |
|
Nilsine Partners LLC
✚
|
CO | 1.7 |
|
Waddell & Associates LLC
✚
|
TN | 1.7 |
|
Prism Financial Group LLC
✚
|
KS | 1.7 |
|
JAG Capital Management LLC
✚
|
MO | 1.7 |
|
Diversified Management Inc
✚
|
WI | 1.7 |
|
AGP / Alliance Global Partners LLC
✚
|
CT | 1.7 |
|
Patriot Investment Management Group Inc
✚
|
TN | 1.7 |
|
Waterloo Capital LP
✚
|
TX | 1.7 |