Frequently Asked Questions (FAQ) About
Westend Advisors LLC
- Where is Westend Advisors LLC Located
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4064 COLONY ROAD, SUITE 130, CHARLOTTE, NC
- Westend Advisors LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Westend Advisors LLC, while the legal name is: WESTEND ADVISORS, LLC
- Westend Advisors LLC: How many employees does the firm employ?
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Westend Advisors LLC has 19 employees, of which 7 are employees in advisory roles
- Westend Advisors LLC: How many clients does the firm serve?
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It serves 11 clients.
- Westend Advisors LLC: What are the top holdings of this firm?
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VANGUARD INTL EQUITY INDEX F SELECT SECTOR SPDR SELECT SECTOR SPDR TR SBI CONS STPLS SELECT SECTOR SPDR TR SBI HEALTHCARE SELECT SECTOR SPDR TR AT&T INC WALMART INC COM Apple Inc PROCTER & GAMBLE CO MICROSOFT CORP
- Westend Advisors LLC: What other investment firms are located in the vicinity?
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HALE Partnership Capital Management LLC First Personal Financial Services Inc Carolinas Investment Consulting LLC CC Management GP LLC Gorelick Brothers Capital LLC Laurel Wealth Advisors LLC Innovation Partners LLC Global Endowment Management LP Auctus Advisors LLC Yellowwood Wealth Solutions LLC