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Financial Advisor
Vermont
Burlington
WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS

Tel: 802-489-5342 118 Pine St. Burlington, Vermont 05401

About WESTVIEW INVESTMENT ADVISORS

WESTVIEW INVESTMENT ADVISORS is a Burlington, Vermont based financial advisory firm with nearly $196,770,348 in assets under management and provides investment advisory services for 471 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

305655

Firm SEC#:

801-117557

Assets Under Management:

$196,770,348

No. of Clients:

471

No. of Advisors:

4

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

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