West Financial Advisors, L.L.C.
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 142265
- Registered since
- February 16, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI85.94%
- Individuals10.05%
- Pension & Profit Sharing Plans4%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
West Financial Advisors, L.L.C. is an independent RIA formed in 2017 that serves individual and family clients. The firm operates with a fee model that combines a percentage of assets under management and occasional hourly charges. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, supplemented by published periodicals and investor education through seminars and workshops. West Financial Advisors was included in Citywire’s "50 Growers Across America" list in 2020.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Brian West
Partner and Chief Investment OfficerCRD 5586417
Contacts
3 of 9
Jackson West
Financial AnalystCRD 7330594
Abby Belvin
Financial PlannerCRD 6835588
Emilee Derifield
Financial PlannerCRD 6726678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$678M in ETFs
86%
$581M
13%
$97.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $87.2M | 126,894 | 12.85% |
Location
Des Moines, IA
Polk
Location
Des Moines, IA
Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 111 E Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
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