WestEnd Advisors is an investment advisor in Charlotte with $1.56 bn assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
201796773
SEC advisor number
801-63626
FINRA CRD number
133279
AUM ?
$1.46 bn
(as of 30 Jan 24)
Accounts
3,525
(as of 30 Jan 24)
Employees
29
(7 investment advisory or research)
Phone
704-556-9300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
26 Oct 21