WEST FINANCIAL STRATEGIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$121,014,544
Discretionary
$121,014,544
Non-discretionary
$0
Firm details
- CRD number
- 118241
- SEC file number
- 801-136450
- Main office
- SANFORD, NC, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.