WESTERFIELD INVESTMENT MANAGEMENT

WESTERFIELD INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 171248).

Registration

• CRD: 171248
• Type: Registered investment adviser
• Phone: 561-866-7569
• Latest filing: 2026-01-27
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171248 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search