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WESTEND ADVISORS, LLC
CHARLOTTE, NC
704-556-9300
SEC #801-63626Total AUM
$1.9B
Employees
29Clients
4,149Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1001 MOREHEAD SQUARE DRIVE
SUITE 600
CHARLOTTE
NC 28203
United States
SUITE 600
CHARLOTTE
NC 28203
United States
Operating Hours
8:30 AM TO 5:00 PM ET
Monday - Friday
Monday - Friday
Phone
704-556-9300
Financials
Total AUM
$1.9B
Accounts
4,149Discretionary
$1.9B
Accounts
4,149Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
3,791AUM
$1.3B
HNW Individual Clients
259AUM
$406.1M
Pension/Profit Sharing Plan Clients
5AUM
$6.8M
Charitable Organization Clients
30AUM
$32.4M
Government Entity Clients
1AUM
$1.1M
Corporation or Business Clients
63AUM
$92.9M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MODEL PORTFOLIOS
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.