Allocator Index · CRD 142265
WEST FINANCIAL ADVISORS, L.L.C.
Des Moines, IA · 515-284-1011 · westfinancialadvisors.com
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
167
Other individuals
138
HNW assets
$579.4M
Total AUM
$674.2M
Employees
8
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.