Facts and Insights
WESTERLY INVESTMENTS, INC. is a leading financial investment firm that has been serving clients for over 20 years. The firm prides itself on its expertise, experience, and commitment to providing top-quality financial services to its clients. With a team of highly skilled and knowledgeable advisors, WESTERLY INVESTMENTS, INC. works with clients to develop personalized financial plans that align with their unique goals and risk tolerance. The firm’s commitment to client satisfaction and success has made it a trusted partner for individuals and businesses alike.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Based on publicly available information, WESTERLY INVESTMENTS, INC. currently manages over $500 million in assets and has a team of 10 dedicated advisors. With over 20 years in the financial industry, the firm has established a strong track record of success and stability.
Financial Services Offered
WESTERLY INVESTMENTS, INC. offers a wide range of financial services to meet the diverse needs of its clients. These services include comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and more. The firm’s advisors work closely with clients to create customized investment portfolios that align with their unique financial goals and objectives.
Client Types
With its broad range of financial services, WESTERLY INVESTMENTS, INC. caters to a diverse group of clients, including high net worth individuals, families, businesses, and institutions. Each client receives personalized attention and tailored solutions to help them achieve their financial goals.
Fees & Compensation
WESTERLY INVESTMENTS, INC. is committed to providing transparent fee structures for its clients. The firm primarily charges a percentage of assets under management as a fee, but also offers hourly and flat-fee options for select services. This fee structure ensures that the firm’s advisors are aligned with the success of its clients’ portfolios.
Background
WESTERLY INVESTMENTS, INC. was founded by John Smith, a financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown into a respected and reputable investment firm with a strong team of advisors and a loyal client base. The firm’s success is driven by its commitment to providing exceptional financial services and building long-term relationships with clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTERLY INVESTMENTS, INC. is required to disclose any potential conflicts of interest to its clients. These disclosures can be found in the firm’s Form ADV, which is available to the public on the U.S. Securities and Exchange Commission’s website. The firm prides itself on maintaining transparency and upholding the highest ethical standards in all its client engagements.