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WESTMOUNT PARTNERS, LLC
LOS ANGELES, CA
310-556-2502
SEC #801-72739Total AUM
$5.9B
Employees
39Clients
1,463Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2049 CENTURY PARK EAST
SUITE 2500
LOS ANGELES
CA 90067
United States
SUITE 2500
LOS ANGELES
CA 90067
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Monday - Friday
Phone
310-556-2502
Other Offices
1
Financials
Total AUM
$5.9B
Accounts
4,798Discretionary
$5.9B
Accounts
4,791Non-Discretionary
$36.5M
Accounts
7
Clients
Individual Clients
571AUM
$303M
HNW Individual Clients
847AUM
$5.1B
Pension/Profit Sharing Plan Clients
6AUM
$111.9M
Charitable Organization Clients
23AUM
$318.4M
Corporation or Business Clients
16AUM
$106.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACODCFLILMANCNJNMNVNYORPATXVAWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.