West Financial Services

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West Financial Services — overview

About

West Financial Services is a US-based wealth manager and registered investment advisor. It offers discretionary and non-discretionary wealth management advisory services, including investment management, financial planning, portfolio management and pension consulting. The wealth manager provides advisory services to high-net-worth individuals, retirement plans, charitable organizations, corporations and businesses. As of January 2, 2018, 1st Portfolio Wealth Advisors merged with West Financial Services to form one of the region's premier wealth organizations.

West Financial Services - known decision makers (10)

Position	Location	Asset Class
Associate Portfolio Manager	McLean, US	GEN
Chief Investment Officer	McLean, US	GEN
Chief Operating Officer & Relationship Manager	McLean, US	GEN
Portfolio Manager	McLean, US	GEN
Portfolio Manager	McLean, US	GEN

Showing 5 of 10 known decision makers West Financial Services

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