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WESTVIEW INVESTMENT ADVISORS
Tel: 802-489-5342
118 Pine St. Burlington, Vermont 05401
WESTVIEW INVESTMENT ADVISORS
WESTVIEW INVESTMENT ADVISORS is a Burlington, Vermont based financial advisory firm with nearly $196,770,348 in assets under management and provides investment advisory services for 471 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMEN
Firm CRD#:
305655
SEC#:
801-117557
No. of Clients:
471
Assets under Management
$196,770,348
No. of Advisors:
4
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