$10.0M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-14-2017
- Office Locations
- 1
Office Locations
145 S Fairfax AVE Suite 200 LOS Angeles CA
About 10 West Advisors, Inc.
10 West Advisors, Inc. is a LOS Angeles-based RIA. The firm has been operating for 8 years. Managing $10.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Insurance.
Team overview
-- AVG AGE
$10.0M AVG AUM / ADVISOR
$625.0K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
North Bridge Optima
Client Personas
Timber peak
Investment Themes
Focus pioneer
Investment Vehicles
Vital unison
Services
Eagle pathway
Owner & Executives
T
TOAN HUE TRAN
Chief Compliance Officer, President
- CRD
- #6203553
- Ownership
- 75% or more
(259) 693-2727
north.catalyst@wavecapital.com
in linkedin.com/in/foundation-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,975,451,739 | 100.0% |
| Total | $6,975,451,739 | 100.0% |