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West Financial Services, Inc. CRD 137497
$2.84B regulatory AUM 43 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2005-11-07 |
| VA | RA | APPROVED | 2005-11-07 |
Branch Locations
14941 Shady Grove Road, Rockville, MD 20850 • United States
2010 Corporate Ridge Road Ste 530, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Financial Services, Inc. | Mclean | VA | 01/1983 | 06/2023 |
| West Financial Services, Inc. | Mclean | VA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-15 |
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