WESTSIDE FINANCIAL ADVISORS LLC

Overview

Westside Financial Advisors LLC operates as a small, independent registered investment adviser structured as an LLC and owned by an individual. The firm serves both individual & family clients and institutional clients, and it provides a mix of financial planning and portfolio management across individuals, small businesses and larger institutions. The adviser also performs selection-of-other-advisers activity and identifies itself as a capital allocator, indicating it places client assets with external managers or pooled vehicles when appropriate. Advisory and business roles extend into accounting-related services, and the firm’s billing arrangements include percentage-of-AUM, hourly, and fixed-fee options. Westside is not flagged as an active ESG investor, is not a multi-state adviser, and does not advertise pension consulting or related-adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives