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WESTSIDE INVESTMENT MANAGEMENT, LLC

Tel: 310-315-9400
2444 Wilshire Blvd
Suite 303
Santa Monica, California  90403

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WESTSIDE INVESTMENT MANAGEMENT, LLC

WESTSIDE INVESTMENT MANAGEMENT, LLC is a Santa Monica, California based financial advisory firm with nearly $659,440,332 in assets under management and provides investment advisory services for 1153 clients. There are currently 15 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

154522

SEC#:

801-71762

No. of Clients:

1153

Assets under Management

$659,440,332

No. of Advisors:

15

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