Westview Investment Advisors
Firm details
- Headquarters
- Burlington, Vermont
- CRD number
- 305655
- Registered since
- October 25, 2019
- Website
- www.westviewinvest.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI76.87%
- Individuals14.01%
- State / Municipal Government7.66%
- Charitable Organizations1.46%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Westview Investment Advisors is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2019. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting. Its compensation model includes percentage-of-AUM fees as well as hourly, fixed and other fee arrangements. Westview does not identify as an active ESG investor and is not listed as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities47%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1
Benjamin Nostrand
CEOCRD 5583839
Contacts
3 of 3
Eric Hallman
Partner, Financial PlannerCRD 6582291
Joshua Graham
Research AnalystCRD 8092631
Louise Gibbs
Client Relationship ManagerCRD 6405021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$122M in ETFs
68%
$82.9M
32%
$39.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $13M | 157,538 | 10.67% |
Location
Burlington, VT
Chittenden
Location
Burlington, VT
Headquartered in Burlington, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- Chittenden
- Address
- 118 Pine St
- Time zone
- ET (UTC-5)
- Office locations
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