WESTMOUNT PARTNERS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 158857). Regulatory assets under management: $5.9B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jason Adam Seltzer | VICE PRESIDENT, TEMPERANCE PARTNERS INC. | — |
| Kevin Douglas Tice | PRESIDENT | — |
| Paul Joseph Sorbara | TRUSTEE; VICE PRESIDENT | — |
| Julia Catherine Sorbara | TRUSTEE | — |
| Thomas Anthony Sorbara | TRUSTEE | — |
| Christopher Miles Werner | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| James Edgar Berliner | CHAIRMAN | — |
| Michael Joseph Amash | PRESIDENT | — |
| Sean Christian Cauvel | MANAGING PARTNER | — |
| SILVERA DAVID DIBLEE | MEMBER | — |
| BURKHART CHARLES B | MANAGING MEMBER | — |
| BERLINER ROBERT ADLER | CHAIRMAN; CHAIRMAN/ELECTED MANAGER | — |
| BERLINER JAMES EDGAR | CHAIRMAN; PRESIDENT; PRESIDENT/ELECTED MANAGER | — |
| FINMARK SUSAN MARY | CHIEF COMPLIANCE OFFICER | — |
| AMASH MICHAEL JOSEPH | PRESIDENT; SENIOR VICE PRESIDENT | — |
| WERNER CHRISTOPHER MILES | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| BURKHART JR CHARLES BYRON | MANAGING MEMBER | — |
| SORBARA PAUL JOSEPH | TRUSTEE; VICE PRESIDENT | — |
| TICE KEVIN DOUGLAS | PRESIDENT | — |
| SORBARA JULIA CATHERINE | TRUSTEE | — |
| SORBARA THOMAS ANTHONY | TRUSTEE | — |
| SELTZER JASON ADAM | VICE PRESIDENT, TEMPERANCE PARTNERS INC. | — |
| CAUVEL SEAN CHRISTIAN | MANAGING PARTNER | — |
| Berliner June F | TRUSTEE | — |
| City | State | Employees | Phone |
|---|---|---|---|
| EL SEGUNDO | CA | 1 | 310-556-2502 |