CRD: 118241
West Financial Strategies, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-31-2000
- Office Locations
- 1
Office Locations
About West Financial Strategies, Inc.
West Financial Strategies, Inc. (founded 1997) provides confidential financial planning and investment management for individuals, small businesses, and institutional clients including retirement plans, trusts/estates, and charities. Portfolios use no-load mutual funds, ETFs, and individual securities, with brokerage execution as needed. The firm is not affiliated with product sales and states it receives no compensation from fund companies or brokerages; often custodies at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MILTON LEE WEST
Chief Compliance Officer, Managing Partner, President
- CRD
- #4486471
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CHARLES FREDERICK VON CANON
--
- CRD
- #4601225
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,014,544 | $380,549 |
| Non-Discretionary | $0 | -- |
| Total | $121,014,544 | $380,549 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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