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| Westfuller Advisors LLC
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|
|---|---|
| CRD # | 155054 |
| SEC # | 801-111864 |
| CIK # | |
| AUM | $1.3 BB (2023-03-31) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 212-542-5851 |
| Address | 1185 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 58 | 231.8 |
| (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 | 1 | 94.7 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 10 | 216.3 |
| (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 | 7 | 730.1 |
| Total | 79 | 1,273.7 |
| By Discretionary | ||
| Discretionary | 74 | 835.4 |
| Non-Discretionary | 5 | 438.3 |
| Total | 79 | 1,273.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,273.7 | |
| Total | 79 | 1,273.7 |
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|---|---|---|
|
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|
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|
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|
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|
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|
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Pinnacle Pension Consultants LLC
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Champion Capital Research Inc
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|
Magnus Financial Group LLC
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NY | 1.3 |
|
Ellenbecker Investment Group Inc
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