West Loop Financial LLC

Overview

West Loop Financial LLC is an independent registered investment adviser operating as a limited liability company with an individual owner. The firm serves primarily individual and family clients on a fee‑based, percentage-of-AUM model and acts as a capital allocator — combining in-house portfolio management with selection of outside managers where appropriate. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and advising clients on choice of other advisers. Investment activity is concentrated in pooled public funds as the core vehicle for market exposure, while the firm also allocates to external alternative managers for private placements and real estate. West Loop Financial is not an active ESG investor and does not present itself as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices