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WEST INVEST

Tel: 360-738-6019
1801 F Street
Bellingham, Washington  98225

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WEST INVEST

WEST INVEST is a Bellingham, Washington based financial advisory firm with nearly $152,263,001 in assets under management and provides investment advisory services for 954 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

327641

SEC#:

801-128653

No. of Clients:

954

Assets under Management

$152,263,001

No. of Advisors:

6

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