Westside Investment Management, Inc.

Description

• Westside Investment Management, Inc. is an independent investment management firm that provides Wealth Consultation Services. These services include Comprehensive Financial Planning offered through LPL Financial and Investment Management to retirees, executives, successful professionals, and business owners.Our main office is located in beautiful Santa Monica, California. We have since opened 2 additional locations in Oklahoma City, OK and Maui, HI. We work with clients across the United States. We strive to simplify the complexities of wealth in order to enhance the quality of your life, time and resources. Our unique processes are designed to center on your values and are specifically tailored to individuals and families with more than $1,000,000 of investable assets.For our valued guests, our website has been designed to provide a greater understanding of our firm, its people and our philosophy. It is our hope that you will find common ground with Westside Investment Management, and form a long-lasting partnership with us.LPL Financial is one of the nations leading financial services companies and largest independent broker/dealer (based on total revenues as reported in Financial Planning magazine, June 1996-2009). Headquartered in Boston, Charlotte, and San Diego, LPL Financial and its affiliates offer industry-leading support to more than 13,000 financial advisors and over 750 financial institutions who, in turn, provide independent financial advice to millions of Americans.
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  Headquarters:2444 Wilshire Boulevard #303, Santa Monica, California, United States

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  Phone Number: +1 310-315-9400

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  Website:

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  Employees:11

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  Revenue:$1 - 10M

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  Legal Name:Westside Investment Management, Inc.

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• |  NAICS Code: 523930  |

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