CRD: 281742
Westward Investment Advisory
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- Custodian
- Baird · Morgan Stanley · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2015
- Office Locations
- 1
Office Locations
About Westward Investment Advisory
Westward Investment Advisory is a Prairie Village, KS RIA serving retail and institutional relationships. The firm provides asset management and financial planning, including portfolio construction, investment planning, insurance, and retirement plan support. It emphasizes bringing institutional-style expertise to private clients and implements diversified asset-allocation portfolios using mutual funds and ETFs; custody relationships include SEI.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
CASEY PATRICK MCLINEY
Chief Compliance Officer, MANAGING DIRECTOR, Managing Member
- CRD
- #4587856
- Ownership
- 50% but less than 75%
JAMES MICHAEL HOLCOMB
Chief Executive Officer, Managing Director, Managing Member
- CRD
- #2200239
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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RYAN PHILLIP MCLAUGHLIN
Financial Advisor, General Partner
- CRD
- #6040356
Dale R Pfeifer
Vice President
- CRD
- #2460854
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,046,568 | $4,847,945 |
| Non-Discretionary | $445,462,412 | $12,727,497 |
| Total | $571,508,980 | $9,369,000 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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