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Building 2WEST CAPITAL MANAGEMENT, INC.

Map pinPHILADELPHIA, PA
Phone215-731-1820
NotebookSEC #801-55880
Total AUM
$651.5M
Employees
17
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1818 MARKET STREET
33RD FLOOR, SUITE 3323
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
215-731-1820

ReceiptFinancials

Total AUM
$651.5M
Accounts
1,647
Discretionary
$649.6M
Accounts
1,643
Non-Discretionary
$1.9M
Accounts
4

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMANHNJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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