WESTSIDE INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- SANTA MONICA, California
- CRD number
- 154522
- Registered since
- August 30, 2010
- Website
- www.westsideim.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.61%
- Individuals11.14%
- Corporations / Businesses11.03%
- Pension & Profit Sharing Plans2.85%
- Charitable Organizations0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Westside Investment Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2010. The firm acts as a capital allocator and provides discretionary portfolio management and financial planning for individual and family clients as well as institutions and small businesses. Services include direct portfolio management, selection of third-party advisers, and fee arrangements that can be asset-based, hourly, or fixed. The firm identifies as an active ESG investor and deploys both in-house strategies and allocations to external managers.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities32%
- Cash & Cash Equivalents3%
Contacts
3 of 7DAVID CLARK
Managing Partner & Co-FounderCRD 2219822
SIENNA YOSHIDA
PartnerCRD 3217359
VETEA RIBET
PartnerCRD 4823379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 421Active vs passive
$409M in ETFs
71%
$291M
20%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $24M | 162,017 | 5.86% |
Location
SANTA MONICA, CA
LOS ANGELES
Location
SANTA MONICA, CA
Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 2444 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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