Westech Invesment Advisors LLC is a large advisory firm based in Portola Valley. It manages $561.29 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
Westech Invesment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Westech Invesment Advisors LLC is $561.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Westech Invesment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Westech Invesment Advisors LLC performs its advisory services is located at 104 La Mesa Drive, Portola Valley, CA 94028, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 408-436-8577 X20 or by fax 408-436-8625. The normal business hours are 0900 to 1700 on Monday - Friday. You can find more information about the New York firm at www.westerntech.com.