# WEST FINANCIAL SERVICES, INC.

WEST FINANCIAL SERVICES, INC. of MCLEAN, VA is an SEC-registered investment adviser.

## Registration

- CRD: 137497
- Type: SEC-registered investment adviser
- SEC file number: 801-64834
- Location: 2010 CORPORATE RIDGE ROAD, STE 530, MCLEAN, VA, 22102
- Phone: 703-847-2500
- Latest filing: 2026-07-28
- Regulatory AUM: $2.8B
- Discretionary AUM: $2.8B
- Non-discretionary AUM: $24.9M
- Clients: 39
- Accounts: 2,766

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (32)

_Showing 25 of 32 people._

| Name | Role | Location |
| --- | --- | --- |
| Anh Ngoc Lam | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER; DIRECTOR | — |
| Glenn Avery Robinson | CHIEF INVESTMENT OFFICER; DIRECTOR | — |
| Brian Laurence Mackin | PRESIDENT; DIRECTOR | — |
| Lauretta Marie Kramer | DIRECTOR | — |
| Kirstie Bridget Sturman | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; DIRECTOR | — |
| WEST RONALD LEE | CHAIRMAN, CEO | — |
| BUCO GLEN JOSEPH | PRESIDENT; PRESIDENT AND PRESIDENT OF THE BOARD OF DIRECTORS; PRESIDENT AND PRESIDENT OF THE BOARD OF DIRECTORS; CHIEF OPERATING OFFICER (+3 more) | — |
| KRONE ANDREW JOSEPH | CHIEF COMPLIANCE OFFICER; COO; COO, CCO | — |
| CACERES RAMIRO LOUIS | BOARD MEMBER; DIRECTOR | — |
| SCHRIDER DANIEL JOSEPH | BOARD MEMBER; DIRECTOR | — |
| HOLLAR HUNTER RAY | BOARD MEMBER | — |
| ELLIS TODD GRADY | BOARD MEMBER | — |
| GOFF HARRY D | DIRECTOR | — |
| GRAVES NORMA LEE | CHIEF COMPLIANCE OFFICER | — |
| COX KIMBERLY ANNE | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND TREASURER OF THE BOARD OF DIRECTORS; TREASURER OF THE BOARD OF DIRECTORS | — |
| NEVILLE DENNIS PATRICK | CHIEF FINANCIAL OFFICER | — |
| KUYKENDALL RONALD EDWARD | SECRETARY | — |
| ORNDORFF ROBERT LEE | CHAIRMAN | — |
| GRAHAM SOLOMON NMN | DIRECTOR | — |
| RIPPEON DAVID EDWARD | DIRECTOR | — |
| NEVILLE DENNIS P | CHIEF FINANCIAL OFFICER | — |
| KUYKENDALL RONALD E | SECRETARY | — |
| ORNDORFF ROBERT L | CHAIRMAN | — |
| GRAHAM SOLOMON | DIRECTOR | — |
| RIPPEON DAVID E | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/137497/brochure
- Similar advisers: https://search.stillhousedata.com/firm/137497/similar
- Related entities: https://search.stillhousedata.com/firm/137497/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/137497

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.