Westend Advisors LLC
Legal Name: WESTEND ADVISORS, LLC
Full Contact Details
Westend Advisors LLC
4064 COLONY ROAD, SUITE 130, CHARLOTTE, NC
704-556-9300
704-554-7759
Other Info
Westend Advisors LLC, legally known as WESTEND ADVISORS, LLC, is a North Carolina Limited Liability Company that employs 19 individuals, with 7 working in advisory positions, and serves a total of 11 clients. Their most recent SEC status is Approved, with a registration date of March 18, 2005.
WestEnd Advisors
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Direct Owners
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EDMUND NELSON DURDEN
MANAGING MEMBER owns more than 10% but less than 25%
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FRANK STAUNTON HARKINS
MEMBER owns less than 5%
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FREDERICK O. PORTER
MANAGING MEMBER, CO-CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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GRAHAM K HUNT
CHIEF FINANCIAL OFFICER owns less than 5%
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JENNIFER M FRIEDLAND
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOSEPH NICHOLAS DAGOSTINO
MANAGING MEMBER, CHIEF OPERATING OFFICER owns more than 10% but less than 25%
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KUDU INVESTMENT FUND PARTNERS I, LP
MEMBER owns less than 5%
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MARION WOOTEN PEEBLES
MEMBER, SENIOR INVESTMENT ANALYST owns less than 5%
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MICHAEL WILLIAM GOLDMAN
MANAGING MEMBER owns more than 10% but less than 25%
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ROBERT LANSING PHARR
CO-CHIEF INVESTMENT OFFICER owns less than 5%
Indirect Owners
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CFSG HOLDINGS NO. 2 (VICTORIA) PTY LTD
SHAREHOLDER owns 75% or more
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CHALLENGER GROUP HOLDINGS LTD.
SHAREHOLDER owns 75% or more
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CHALLENGER LIFE COMPANY HOLDINGS PTY LTD
SHAREHOLDER owns 75% or more
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CHALLENGER LIFE COMPANY LIMITED
SHAREHOLDER owns 75% or more
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CHALLENGER LIMITED
SHAREHOLDER owns 75% or more
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US LLC HOLDINGS PTY LTD
MEMBER owns 75% or more
-
US LLC INVESTMENTS LLC
PARTNER owns 75% or more
Firms Located Nearby
News
Top Holdings
- VANGUARD INTL EQUITY INDEX F $87,032,179k
- SELECT SECTOR SPDR $75,166,645k
- SELECT SECTOR SPDR TR SBI CONS STPLS $51,187,020k
- SELECT SECTOR SPDR TR SBI HEALTHCARE $49,609,646k
- SELECT SECTOR SPDR TR $37,766,702k
- AT&T INC $35,120,390k
- WALMART INC COM $34,589,888k
- Apple Inc $34,466,382k
- PROCTER & GAMBLE CO $34,270,997k
- MICROSOFT CORP $34,248,213k