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WEST FINANCIAL SERVICES, INC.
CRD 137497 · SEC 801-64834
2010 CORPORATE RIDGE ROAD, STE 530, MCLEAN, VA, 22102, United States
Phone
703-847-2500
Fax
703-847-5050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.84B
Discretionary AUM
$2.81B
Team
39 total employees; 22 advisory reps; 43 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 394 | $148.8M |
| High net worth individuals | 546 | $2.53B |
| Pension/profit sharing plans | 4 | $18.7M |
| Charitable organizations | 1 | $741K |
| Corporations/business entities | 19 | $136.8M |
States served
AZ, CA, CO, DE, DC, GA, IL, LA, MD, MA, MI, MN, NJ, NY, NC, PA, SC, TN, VA, WV, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD