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Building 2WESTVIEW INVESTMENT ADVISORS

Map pinBURLINGTON, VT
Phone802-489-5342
NotebookSEC #801-117557
Total AUM
$228.6M
Employees
5
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 PINE ST.
BURLINGTON
VT 05401
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
802-489-5342

ReceiptFinancials

Total AUM
$228.6M
Accounts
476
Discretionary
$228.6M
Accounts
476
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$32M
HNW Individual Clients
66
AUM
$175.8M
Charitable Organization Clients
1
AUM
$3.3M
Government Entity Clients
1
AUM
$17.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNJNYTXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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