WESTPARK CAPITAL, INC.

Overview

Westpark Capital, Inc. is a corporation that operates as an independent broker-dealer and investment bank with SEC registration beginning in 2016. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It functions as a capital allocator and also maintains insurance brokerage activities. Compensation mixes percentage-of-AUM fees with fixed fees. Westpark is a multi-state adviser and does not list ESG investing as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices