$45.2M Total AUM
$45.2M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2014
- Office Locations
- 1
Office Locations
-- Chicago IL
About West Loop Financial LLC
West Loop Financial is a Chicago-based, fee-only wealth manager guided by evidence-based investing principles. The firm provides wealth management and financial planning, emphasizing disciplined, long-term portfolio construction across equities and fixed income. Its Learning Center publishes market commentary on topics like emerging markets, valuations, and bond-market trading costs. Custody available via Charles Schwab.
Team overview
-- AVG AGE
$45.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL S TERRIEN
Advisor, Managing Member
- CRD
- #6383628
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,242,973 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,242,973 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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