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.
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 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.
Steven Ronald Goodrich joined the executive team most recently as the Chief Operating Officer.
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.
You can reach the main office by calling the phone number 800-503-7775 or by fax 714-998-7710. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.