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WEST ADVISORS, INC.
WEST ADVISORS, INCORPORATED
CRD 157236 · SEC 801-72579
IN, United States
Phone
317-627-1083
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$636.7M
Discretionary AUM
$431K
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $431K |
| High net worth individuals | 15 | $636.2M |
States served
IN
Official SEC filing: View on IAPD