WEST FINANCIAL SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$2,836,210,165
Discretionary
$2,811,298,866
Non-discretionary
$24,911,299
Firm details
- CRD number
- 137497
- SEC file number
- 801-64834
- Main office
- MCLEAN, VA, United States
- Employees
- 39
- SEC status
- Approved
- Website
- HTTP://WWW.WESTFINANCIAL.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.