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About Westmount Partners |
| Established in 1990, Westmount Partners is a fee-only investment advisory firm blending
institutional portfolio management strategies with a wide range of consulting and planning
services. Our diversified investment approach manages risk while seeking superior returns across
global financial markets. Our clients include high-net-worth individuals, pension plans,
foundations, and endowments. Westmount has repeatedly been named one of the top wealth
advisors in the country by Barron's and Financial Times magazine. |
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General Information |
| Years of Experience in Financial Services: |
22
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| Number of Years with Current Firm: |
11
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| Work with the following types of clients: |
Businesses, Individual Investors
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| States Willing to do Business in: |
Newport Beach,Los Angeles
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Email, Phone, Our Office, Video Conference
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Qualifications & Memberships |
| Securities Licenses: |
Series 65
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Firm Information |
| Assets Managed by Firm: |
4740000000
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Compliance |
| Criminal Disclosures in Last 5 years: |
I have a clean record
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Registered Investment Advisor: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$3,000,000
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