Investment adviser · CRD 116001

WESTVIEW INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

BURLINGTON, VT, United States · Form ADV filed Mar 5, 2020

Employees
8
Reported in this filing
Advisory professionals
8
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 5, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

95 COLLEGE ST
BURLINGTON, VT, 05401, United States

CRD 116001

Filing source

Form ADV 1382835 · Mar 5, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.