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WEST FINANCIAL STRATEGIES, INC.
CRD 118241 · SEC 801-136450
301 COURT SQUARE, SANFORD, NC, 27330, United States
Phone
919-774-8664
Fax
919-774-6617
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.0M
Discretionary AUM
$121.0M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-08
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $32.5M |
| High net worth individuals | 46 | $85.8M |
| Charitable organizations | 1 | $653K |
States served
NC
All web addresses on file
Official SEC filing: View on IAPD