WESTWARD INVESTMENT ADVISORY, LLC of MISSION, KS is an SEC-registered investment adviser (CRD 281742). Regulatory assets under management: $571.5M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Casey Patrick Mcliney | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| James Michael Holcomb | MANAGING MEMBER/MANAGING DIRECTOR/CEO | — |
| MCLINEY CASEY PATRICK | MANAGING MEMBER/MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| HOLCOMB JAMES MICHAEL | MANAGING MEMBER/MANAGING DIRECTOR/CEO | — |