80 West Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 330401
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.29%
- Individuals24.71%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
80 West Asset Management, LLC is a small, independent registered investment adviser organized as an LLC and registered in Pennsylvania. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and investor education through seminars and workshops. Ownership is held by an individual and the firm charges a mix of percentage-of-AUM fees alongside hourly and fixed-fee engagements. The adviser describes itself as an active ESG investor and integrates environmental, social, or governance considerations into its client work. It is not set up as a multi-state adviser, pension consultant, related adviser, or capital allocator according to its filings.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents58%
- Exchange Traded Equities36%
- Non-Exchange Traded Equities6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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