Westside Investment Management

United States · 11 Employees
Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners. Our main office is located in beautiful Santa Monica, California. We have since opened two additional locations in Oklahoma City, OK and Wailuku, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our personalized processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets. For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org). Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Westside Investment Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: www.westsideim.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

概述

国家 United States
成立时间
总部 2444 wilshire blvd, santa monica, california, united states
电话号码 +1(310) 315-9400
网站 http://www.westsideim.com
LinkedIn http://www.linkedin.com/company/westsideim
Twitter https://twitter.com/westsideim
Facebook https://www.facebook.com/Westside-Investment-Management-Inc-59672414270/
员工数 11
行业 financial services,
简介 As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners.

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常见问题

Westside Investment Management 在哪里?

Westside Investment Management 的总部位于 2444 wilshire blvd, santa monica, california, united states

Westside Investment Management 的电话号码是多少?

Westside Investment Management 的电话号码是 +1(310) 315-9400

Westside Investment Management 的官方网站是什么?

Westside Investment Management 的公司官方网站是 http://www.westsideim.com

Westside Investment Management 是做什么的?

As an independent investment management firm we provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners.

Westside Investment Management 的业务有哪些?

Westside Investment Management 的年收入是多少?

Westside Investment Management 的收入是 8092000美元

Westside Investment Management 有多少员工?

Westside Investment Management 有 11 名员工

Westside Investment Management 属于哪个行业?

Westside Investment Management 从事以下行业: financial services

Westside Investment Management 使用什么技术?

Westside Investment Management 使用的一些流行技术包括: Amazon AWS,CloudFlare Hosting,Google Font API,Google Tag Manager,Hubspot,Mobile Friendly

如何联系 Westside Investment Management?

Westside Investment Management 联系信息: 电话号码:+1(310) 315-9400， 网站:http://www.westsideim.com， 邮箱：ema***@***.com

Westside Investment Management 的社交媒体链接是什么?

Westside Investment Management 领英：http://www.linkedin.com/company/westsideim,fackbook：https://www.facebook.com/Westside-Investment-Management-Inc-59672414270/,twitte:https://twitter.com/westsideim

Westside Investment Management 是一家上市公司吗?

不是

Westside Investment Management 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Westside Investment Management?

Westside Investment Management 有 0 家投资者,包括 。

管理层

Sienna Y

Partner & Financial Advisor

Todd Clark

Partner and Co- Founder

Christopher C

Operations Manager

Becky Roberts

Client Services Manager / Oklahoma City

Jim O

Independent Wealth Advisor & partner

员工

Vetea R

Financial Advisor

Sky Rylant

Independent Financial Advisor

Abe Cornish

Independent Wealth Advisor

James F

Consultant

Madison Wilson

Client Services Specialists

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