WESTCENTER ADVISORS LTD
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 291541
- Website
- www.westcenterfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Milen Melles
MemberCRD 6886699
BINIAM KELETA
Insurance BrokerCRD 4274563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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