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West Financial Services

West Financial Services?uq=PEM9b6PF
1982 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company offers financial planning, wealth management, and asset management for high net worth individuals, businesses, and associations.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Consumer Finance
Parent Company
Primary Office
  • 1355 Beverly Road
  • Suite 250
  • McLean, VA 22101
  • United States

+1 (703) 000-0000

West Financial Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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West Financial Services Executive Team (6)

Name Title Board
Seat
Contact
Info
Glen Buco President & Co-Founder
Kimberly Cox Chief Operating Officer & Director of Consulting Services
Norma Graves Chief Compliance Officer & Director of Fixed Income
Brian Mackin Chief Compliance Officer & Relationship Manager
Glenn Robinson Chief Investment Officer
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West Financial Services Board Members (1)

Name Representing Role Since Contact
Info
000000 0000 West Financial Services Chairman 000 0000