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Westside Investment Management is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning and Investment Management to retirees, executives, successful professionals, and business owners.
Our main office is located in beautiful Santa Monica, California. We have since opened two additional locations in Oklahoma City, OK and Wailuku, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our personalized processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets.
For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us.
Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC (sipc.org).
Investment advice offered through Westside Investment Management, a registered investment advisor and separate entity from LPL Financial.
The financial professionals associated with Westside Investment Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: www.westsideim.com.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Company Details
- Employees
- 14
- Address
- 2444 Wilshire Blvd. #303, Santa Monica,ca 90403,united States
- Industry
- Financial Services
- Website
- http://www.westsideim.com
- Keywords
- Santa Monica.
- HQ
- Santa Monica, CA
Westside Investment Management Questions
Westside Investment Management's website is http://www.westsideim.com
Westside Investment Management's LinkedIn profile is https://www.linkedin.com/company/westsideim
Westside Investment Management has
14 employees.
View email and phone details for 14
employees at Westside Investment Management.
Westside Investment Management's industry is
Financial Services
Westside Investment Management's top competitors are
Ameriprise Financial Services, Llc,
Cetera Financial Group,
Kpmg Us,
Mckeel Capital Management,
Revel Private Wealth,
Investment Placement Group,
Westside Management,
Sag-Aftra,
Abramson Financial Planning, Llc,
Numovo.
Westside Investment Management's categories are Financial Services
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Top Westside Investment Management Employees
-
Becky Roberts
Operations Manager
Oklahoma City, Oklahoma, United States, United States -
Abe Cornish
Independent Wealth Advisor At Westside…
Oklahoma City, Oklahoma, United States, United States2netzero.net, westsideim.com2 +140520XXXXX
-
Vetea Jonathan Ribet
Financial Advisor At Westside…
Wailuku, Hawaii, United States, United States2aol.com, westsideim.com4 +131080XXXXX
-
Todd Clark
Partner And Co- Founder At Westside…
Oklahoma City, Oklahoma, United States, United States1westsideim.com1 +131031XXXXX
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