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Building 2WESTFULLER ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-219-6198
NotebookSEC #801-111864
Total AUM
$3.4B
Employees
23
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1185 AVENUE OF THE AMERICAS
SUITE 319
NEW YORK
NY 10036
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
212-219-6198
Other Offices
1

ReceiptFinancials

Total AUM
$3.4B
Accounts
88
Discretionary
$2.7B
Accounts
85
Non-Discretionary
$707.9M
Accounts
3

ContactClients

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HNW Individual Clients
49
AUM
$239.9M
Pooled Vehicle Clients
1
AUM
$139.7M
Charitable Organization Clients
37
AUM
$3B
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCNHNJNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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