West Financial Consulting, Inc. is a large advisory firm based in Huntsville. It manages $90 million of regulatory assets for 149 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama and Georgia.
West Financial Consulting provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Financial Consulting, Inc. is $90 million. The firm's AUM has grown by 190% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay West Financial Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Larry Knight West has been acting as President since 1 Jan 2002. Jeffrey Roland Cedarholm joined the executive team most recently as the Chief Operating Officer, Chief Investment Officer.
The principal office where West Financial Consulting, Inc. performs its advisory services is located at 220 B. Rhett Avenue, Huntsville, AL 35801, which is also the mailing address of the firm. An additional office of the firm is in Gadsden, AL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 256-534-1196 or by fax 256-539-9529. The normal business hours are 8:00 am - 4:00 pm on Other.