Allocator Index · CRD 137497

WEST FINANCIAL SERVICES, INC.

Mclean, VA · 703-847-2500 · westfinancial.com/

SEC IAPD record ↗

Fit score

60

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • hnw_majority+8
  • employees 3-60+8

HNW clients

546

Other individuals

394

HNW assets

$2.53B

Total AUM

$2.84B

Employees

39

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

None reported.