$70.6M Total AUM
$70.6M Disc. AUM
-- 3Y CAGR
2 Employees
20 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-1996
- Office Locations
- 1
Office Locations
2715 W. Coast Highway Newport Beach CA
About Westerly Investments, Inc.
Westerly Investments, Inc. is a Newport Beach-based RIA. The firm has been operating for 30 years. Managing $70.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo.
Team overview
-- AVG AGE
$70.6M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
29.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DENISE WILTAMUTH DUNCAN
Chief Financial Officer, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JOHN ARNOLD DUNCAN
Chief Executive Officer, President, Vice President
- CRD
- #2854116
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,649,431 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,649,431 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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