WESTLAKE FINANCIAL ADVISORS LLC
CRD #140667 SEC #801-66776 WESTLAKE VILLAGE, CA 805-371-4777
SEC Registered
Total AUM
$37M
Discretionary
$37M
Employees
1
Clients
26
Accounts
64
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $43.5M | $43M | $500K | 1 | 26 |
| May 2012 | $43.5M | $43M | $500K | 1 | 26 |
| May 2012 | $43.5M | $43M | $500K | 1 | 26 |
| Apr 2012 | $32.5M | $32M | $500K | 1 | 26 |
| Apr 2012 | $32.5M | $32M | $500K | 1 | 26 |
| Nov 2011 | $37M | $37M | $0 | 1 | 26 |
| Feb 2010 | $33.5M | $33.5M | $0 | 5 | -- |
| May 2009 | $28.6M | $28.6M | $0 | 5 | -- |
| Mar 2007 | $32.4M | $32.4M | $0 | 5 | -- |
DateJun 2012
Total AUM$43.5M
Discretionary$43M
Non-Disc.$500K
Employees1
Clients26
DateMay 2012
Total AUM$43.5M
Discretionary$43M
Non-Disc.$500K
Employees1
Clients26
DateMay 2012
Total AUM$43.5M
Discretionary$43M
Non-Disc.$500K
Employees1
Clients26
DateApr 2012
Total AUM$32.5M
Discretionary$32M
Non-Disc.$500K
Employees1
Clients26
DateApr 2012
Total AUM$32.5M
Discretionary$32M
Non-Disc.$500K
Employees1
Clients26
DateNov 2011
Total AUM$37M
Discretionary$37M
Non-Disc.$0
Employees1
Clients26
DateFeb 2010
Total AUM$33.5M
Discretionary$33.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2009
Total AUM$28.6M
Discretionary$28.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$32.4M
Discretionary$32.4M
Non-Disc.$0
Employees5
Clients--