SR
Firm Information
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.
Areas of Practice
Investment Management
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Advisor Information
Office location
Dallas, TX
Get directionsRegulatory History (1)
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Criminal
April 2007Final Disposition
Employment History
Current Registrations
Victory Capital Services, INC.Broker
July 2023 - Present · 2 yrs 6 mos
Victory Capital Services, INC.
July 2023 - Present · 2 yrs 6 mos
Westend Advisors, LLC
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Westend Advisors, LLC
April 2018 - February 2022 · 3 yrs 10 mos
Dfa Securities LLCBroker
September 2016 - January 2018 · 1 yr 4 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.