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WESTWARD INVESTMENT ADVISORY
Tel: 414-716-6300
4200 W. 83rd Street Suite 101
Prairie Village, Kansas 66208
WESTWARD INVESTMENT ADVISORY
WESTWARD INVESTMENT ADVISORY is a Prairie Village, Kansas based financial advisory firm with nearly $397,413,891 in assets under management and provides investment advisory services for 53 clients. There are currently 5 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, Other (CONSULTING SERVICES FOR FEE FOR SERVICE BASI
Firm CRD#:
281742
SEC#:
801-118800
No. of Clients:
53
Assets under Management
$397,413,891
No. of Advisors:
5
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