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WESTWARD INVESTMENT ADVISORY
MISSION, KS
414-716-6300
SEC #801-118800Total AUM
$571.5M
Employees
5Clients
20Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5201 JOHNSON DRIVE
SUITE 410
MISSION
KS 66205
United States
SUITE 410
MISSION
KS 66205
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
414-716-6300
Other Offices
1
Financials
Total AUM
$571.5M
Accounts
61Discretionary
$126M
Accounts
26Non-Discretionary
$445.5M
Accounts
35
Clients
Individual Clients
7AUM
$4.3M
HNW Individual Clients
9AUM
$557.3M
Charitable Organization Clients
1AUM
$2.6M
Corporation or Business Clients
3AUM
$7.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING SERVICES FOR FEE FOR SERVICE BASIS
Compliance
Disclosures
None reported
State Registrations
KSTXWI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.