WESTLAKE FINANCIAL ADVISORS LLC

WESTLAKE FINANCIAL ADVISORS LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 140667). Regulatory assets under management: $43.5M.

Registration

• CRD: 140667
• SEC file number: 801-66776
• Type: Registered investment adviser
• Location: 4510. THOUSAND OAKS, SUITE 200, WESTLAKE VILLAGE, CA, 91362
• Phone: 805-371-4777
• Latest filing: 2012-06-15
• Regulatory AUM: $43.5M
• Discretionary AUM: $43.0M
• Non-discretionary AUM: $500K
• Clients: 1
• Accounts: 75

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 140667 on SEC IAPD (source of record)
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