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Building 2WEST ADVISORS, INC.

Map pin
Phone317-627-1083
NotebookSEC #801-72579
Total AUM
$636.7M
Employees
1
Clients
16

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
317-627-1083

ReceiptFinancials

Total AUM
$636.7M
Accounts
16
Discretionary
$431K
Accounts
1
Non-Discretionary
$636.2M
Accounts
15

ContactClients

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Individual Clients
1
AUM
$431K
HNW Individual Clients
15
AUM
$636.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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

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