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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-03-2005
- Office Locations
- 2
Office Locations
About West Financial Services, Inc.
West Financial Services provides financial planning with coordinated implementation alongside attorneys, accountants, and insurance providers, plus executive/business consulting and retirement plan consulting that includes fee-only analysis of plan investments, costs, participation, and design. The firm manages portfolios with an ETF- and investment-grade fixed-income tilt and publishes quarterly management letters and ongoing market commentary—useful touchpoints for partner education.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURETTA MARIE KRAMER
Advisor, DIRECTOR
- CRD
- #2493122
- Ownership
- Less than 5%
ANH NGOC LAM
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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KRISTAN LEIGH ANDERSON
Financial Professional
- CRD
- #1981493
GLEN JOSEPH BUCO
Financial Professional
- CRD
- #1711256
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,811,298,866 | $1,037,763 |
| Non-Discretionary | $24,911,299 | $437,040 |
| Total | $2,836,210,165 | $1,025,383 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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