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Building 2WESTSHORE WEALTH

Map pinNEWPORT BEACH, CA
Phone(949) 825-7505
NotebookSEC #801-108664
Total AUM
$662.4M
Employees
10
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4041 MACARTHUR BLVD.
SUITE #160
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(949) 825-7505
Other Offices
1

ReceiptFinancials

Total AUM
$662.4M
Accounts
848
Discretionary
$648.5M
Accounts
826
Non-Discretionary
$13.9M
Accounts
22

ContactClients

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Individual Clients
18
AUM
$4.1M
HNW Individual Clients
172
AUM
$648.1M
Pension/Profit Sharing Plan Clients
10
AUM
$6.1M
Charitable Organization Clients
7
AUM
$4.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDLANHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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