WEST PACES ADVISORS, INC.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 175512
- Registered since
- May 13, 2015
- Website
- westpacesadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.36%
- Individuals2.79%
- Charitable Organizations0.59%
- Pension & Profit Sharing Plans0.25%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
West Paces Advisors, Inc. is a privately owned, SEC-registered advisory firm (registered in 2015) that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals, small businesses, and institutions among its advisory activities. Its stated capabilities also include pension consulting and the selection of other advisers, indicating a willingness to outsource or co-manage specialized mandates. West Paces does not position itself as an active ESG investor.
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
- Public Funds/Mutual Funds68%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
- Other4%
Contacts
3 of 6Andrea Thompson
CCOCRD 7337394
JOHN OGLESBY
PrincipalCRD 2716654
GEORGE CREWS
Founding PrincipalCRD 4008720
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 100Active vs passive
$410M in ETFs
76%
$312M
14%
$98.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $66.1M | 110,668 | 16.11% |
Location
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3284 Northside Pkwy NW
- Time zone
- ET (UTC-5)
- Office locations
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