West Financial Advisors is an investment advisor in Des Moines with $475.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
30587713
SEC advisor number
801-109976
FINRA CRD number
142265
AUM ?
$475.00 mm
(as of 1 Aug 22)
Accounts
1,403
(as of 1 Aug 22)
Employees
6
(6 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 4:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
West, Laura, Kay Brannen | Managing Member and Chief Compliance Officer | 04/2006 | 25-50% |
West, Brian, Allen | Managing Member | 11/2008 | 25-50% |
West, Allison, Brannen | Member | 01/2020 | < 5% |
West, Jackson, Brannen | Member | 01/2020 | < 5% |
West, Michael, Brannen | Member | 01/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22