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Building 2WEST FINANCIAL SERVICES, INC.

Map pinMCLEAN, VA
Phone703-847-2500
NotebookSEC #801-64834
Total AUM
$2.8B
Employees
39
Clients
964

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2010 CORPORATE RIDGE ROAD
STE 530
MCLEAN
VA 22102
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
703-847-2500
Other Offices
1

ReceiptFinancials

Total AUM
$2.8B
Accounts
2,766
Discretionary
$2.8B
Accounts
2,709
Non-Discretionary
$24.9M
Accounts
57

ContactClients

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Individual Clients
394
AUM
$148.8M
HNW Individual Clients
546
AUM
$2.5B
Pension/Profit Sharing Plan Clients
4
AUM
$18.7M
Charitable Organization Clients
1
AUM
$741.1K
Corporation or Business Clients
19
AUM
$136.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCDEFLGAILLAMAMDMIMNNCNHNJNYPASCTNTXVAWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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