Westmoore Advisors, LLC (Anaheim Hills)

Westmoore Advisors, LLC is a large advisory firm based in Anaheim Hills. It manages $671.1 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Nevada, New York, and Washington.

Westmoore Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Westmoore Advisors: assets under management

The assets under management (AUM) of Westmoore Advisors, LLC is $671.1 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 firm manages $671.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.78 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Westmoore 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.

Careers at Westmoore Advisors, LLC

Steven Ronald Goodrich joined the executive team most recently as the Chief Operating Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Ray Jennings	Chief executive officer	1 Mar 2006	75% - 100%	2362486
Steven Ronald Goodrich	Chief operating officer	1 Mar 2006	Other	4817505

Based in Anaheim Hills

The principal office where Westmoore Advisors, LLC performs its advisory services is located at 130 S. Chaparral Crt, Anaheim Hills, CA 92808, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.