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VILLAGE WEALTH ADVISORS

Tel: 805-603-4960
2945 Townsgate Road
Suite 120
Westlake Village, California  91361

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VILLAGE WEALTH ADVISORS

VILLAGE WEALTH ADVISORS is a Westlake Village, California based financial advisory firm with nearly $170,468,951 in assets under management and provides investment advisory services for 414 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

296866

SEC#:

801-121298

No. of Clients:

414

Assets under Management

$170,468,951

No. of Advisors:

3

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