AB

Anna F Brown

Westend Advisors, LLC
19 Years of Experience
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Firm Information

Westend Advisors, LLC
Compensation
Fee-Only (AUM)
Number of Advisors
20 advisors
Number of Clients
4,002 clients
Average Client Portfolio
$425K average
Assets Under Management
$1.7B

Fee Structure

This brochure supplement does not contain any fee information. Contact WestEnd Advisors for fee details.

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Areas of Practice
Investment Management

Advisor Information

Office location

1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Westend Advisors, LLC
May 2008 - Present · 17 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
December 2005 - January 2008 · 2 yrs 1 mo
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.