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Westside Financial Services, LLC

EST. AUM
$6,240,000

CONTACTS
1

CLIENT ACCOUNTS
8

Firm Details

Metro area Los Angeles
CRD Number 308953
Website westside.financial
Client types

Overview

Westside Financial Advisors LLC is a California-based registered investment adviser providing discretionary portfolio management services to individual and high-net-worth clients. The firm operates as an independent LLC with a boutique structure, emphasizing personalized wealth management and fiduciary oversight. Westside Financial Advisors focuses on managing client portfolios through diversified investments, including fixed income securities and registered investment companies. The firm serves a small, relationship-driven client base and does not advise private funds or pooled investment vehicles. Its advisory model prioritizes transparency, suitability, and long-term financial planning aligned with client objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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