Investment adviser · CRD 111112

WEST & HOWARD INC

Investment adviser filing (IA)

WAYZATA, MN, United States · Form ADV filed Jun 28, 2012

Regulatory AUM
$59.2M
Form ADV · Item 5.F
Client accounts
40
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Fixed

Principal office

155 GLEASON LAKE ROAD, STE 205
WAYZATA, MN, 55391, United States

CRD 111112

Filing source

Form ADV 654727 · Jun 28, 2012 · 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.