WESTCENTER ADVISORS LTD

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
291541
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Westcenter Advisors Ltd is a corporation that specializes in providing a range of financial advisory services. The firm focuses on financial planning, portfolio management for individuals and small businesses, and pension consulting. Additionally, Westcenter Advisors conducts educational seminars and workshops to enhance client knowledge and engagement. The firm operates under a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. There is no indication that Westcenter Advisors is an active ESG investor or a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Milen Melles

    MemberCRD 6886699

  • BINIAM KELETA

    Insurance BrokerCRD 4274563

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
9900 Westpark Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth