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Building 2WESTSIDE INVESTMENT MANAGEMENT, LLC

Map pinSANTA MONICA, CA
Phone310-315-9400
NotebookSEC #801-71762
Total AUM
$888.8M
Employees
14
Clients
890

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2444 WILSHIRE BLVD
SUITE 303
SANTA MONICA
CA 90403
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
310-315-9400
Other Offices
2

ReceiptFinancials

Total AUM
$888.8M
Accounts
755
Discretionary
$888.8M
Accounts
755
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
474
AUM
$99M
HNW Individual Clients
365
AUM
$663.1M
Pension/Profit Sharing Plan Clients
31
AUM
$25.4M
Charitable Organization Clients
8
AUM
$3.3M
Corporation or Business Clients
12
AUM
$98M

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
AZCAFLHILANVOKORTXWA

HandshakeAffiliates

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

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