JWEST LLC
CRD #165257 SEC #801-77471 CARMEL, IN 317-819-6200
SEC Registered
Total AUM
$127M
Discretionary
$127M
Employees
4
Clients
--
Accounts
37
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2015 | $39M | $39M | $0 | 3 | 26 |
| Mar 2014 | $150M | $150M | $0 | 4 | 26 |
| Feb 2014 | $150M | $150M | $0 | 4 | 26 |
| Oct 2013 | $140M | $140M | $0 | 4 | 26 |
| Mar 2013 | $128M | $128M | $0 | 4 | 26 |
| Mar 2013 | $127M | $127M | $0 | 4 | 26 |
| Dec 2012 | $107M | $107M | $0 | 4 | 26 |
DateJan 2015
Total AUM$39M
Discretionary$39M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients26
DateFeb 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients26
DateOct 2013
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees4
Clients26
DateDec 2012
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients26