WESTWARD INVESTMENT ADVISORY - Financial Advisor in Kansas, Prairie Village

Tel: 414-716-6300 4200 W. 83rd Street Suite 101 Prairie Village, Kansas 66208

About WESTWARD INVESTMENT ADVISORY

WESTWARD INVESTMENT ADVISORY is a Prairie Village, Kansas based financial advisory firm with nearly $397,413,891 in assets under management and provides investment advisory services for 53 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

281742

Firm SEC#:

801-118800

Assets Under Management:

$397,413,891

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING SERVICES FOR FEE FOR SERVICE BASIS)

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