RIA Intelligence

60 WEST ADVISORS, LLC

CRD #286663 SEC #801-109998 BETHLEHEM, PA 610-954-0400
SEC Registered
Total AUM
$8.4M
Discretionary
$8.4M
Employees
4
Clients
0
Accounts
7

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 1, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Fungard, Todd, RobertIASSOCIATE CHIEF INVESTMENT OFFICERNA Control
Fungard, Todd, RobertICHIEF INVESTMENT OFFICERNA Control
Fungard, Todd, RobertICHIEF INVESTMENT OFFICERNA Control
MCQUEEN, JERRY, BLAINEIPRESIDENTNA Control
MCQUEEN, JERRY, BLAINEIPRESIDENTNA Control
MCQUEEN, JERRY, BLAINEIPRESIDENTNA Control
POLTER, SCOTT, ERICICHIEF COMPLIANCE OFFICERNA Control
POLTER, SCOTT, ERICICHIEF COMPLIANCE OFFICERNA Control
POLTER, SCOTT, ERICICHIEF COMPLIANCE OFFICERNA Control
SCHULTZ, WILLIAM, JOHNICHIEF INVESTMENT OFFICERNA Control
SCHULTZ, WILLIAM, JOHNIMANAGING DIRECTORNA Control
SCHULTZ, WILLIAM, JOHNIMANAGING DIRECTORNA Control
MCQUEEN, BALL & ASSOCIATES INC.DEMANAGING MEMBERE Control
MCQUEEN, BALL & ASSOCIATES INC.DEMANAGING MEMBERE Control
MCQUEEN, BALL & ASSOCIATES INC.DEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INC.D Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INC.D Control
MCQUEEN, JERRY, BLAINEIMCQUEEN, BALL & ASSOCIATES, INC.D Control

Registrations

Federal

IA
Mar 1, 2019 REGISTERED

Notice Filings (1)

PA

Address

60 W BROAD STREET
SUITE 300
BETHLEHEM, PA 18018
United States
Phone: 610-954-0400