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Building 2WEST FINANCIAL SERVICES INC

Map pinMCLEAN, VA
Phone703-847-2500
NotebookSEC #801-17019
Total AUM
$554.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1355 BEVERLY ROAD
SUITE 250
MCLEAN
VA 22101
USA
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
703-847-2500

ReceiptFinancials

Total AUM
$554.6M
Accounts
281
Discretionary
$540.6M
Accounts
276
Non-Discretionary
$14M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNHNYPAVA

HandshakeAffiliates

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

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