10 WEST ADVISORS, INC.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 290598
- Website
- www.10westadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
10 West Advisors, Inc. is a small, privately owned registered advisory firm that provides portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets fee model and concentrates its client work on individual and family relationships rather than institutional mandates. It does not advertise an ESG investment focus, is not positioned as a pension consultant or capital allocator, and does not appear to operate as a multi-state or related adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1TOAN TRAN
PrincipalCRD 6203553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
LOS ANGELES
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 145 S Fairfax Ave
- Time zone
- PT (UTC-8)
- Office locations
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