1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WESTLAKE CAPITAL INC

Map pinWESTLAKE VILLAGE, CA
Phone818-991-0278
NotebookSEC #801-15011
Total AUM
$40.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1800 BRIDGEGATE STREET
STE 106
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
818-991-0278

ReceiptFinancials

Total AUM
$40.6M
Accounts
22
Discretionary
$26.2M
Accounts
6
Non-Discretionary
$14.4M
Accounts
16

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account