WEST FINANCIAL ADVISORS, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$674,186,917
Discretionary
$646,505,657
Non-discretionary
$27,681,260
Firm details
- CRD number
- 142265
- SEC file number
- 801-109976
- Main office
- DES MOINES, IA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.