Westend Advisors, LLC
Assets Under Management
$1.7B
Number of Clients
4,002
Number of Advisors
20
Average Client AUM
$425K
AUM per Advisor
$85.0M
Compensation
Fee-Only (AUM)
About This Firm
WestEnd Advisors, LLC is an investment advisory firm. Key personnel include Edmund N. Durden (Chief Investment Strategist), Marion W. Peebles, IV, CFA (Co-Chief Investment Officer), Frederick O. Porter, CFA (Co-Chief Investment Officer), and Jacob L. Buchanan, CFA (Portfolio Manager). The firm's CCO is James W. Cox IV.
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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Location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203