West Gate Advisors, LLC is a related adviser based in Los Angeles. It manages $2.41 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Washington.
West Gate Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Gate Advisors, LLC is $2.41 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -76% 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 Gate Advisors, LLC for their services and products based on a percentage of assets under management and performance-based 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.
Tad Rivelle has served as the Chief Investment Officer since 1 Mar 2005. Jeffrey Alan Engelsman joined the executive team most recently as the Global Chief Compliance Officer.
The principal office where West Gate Advisors, LLC performs its advisory services is located at 865 S. Figueroa Street, Los Angeles, CA 90017 2593, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-244-1050 or by fax 213-244-0985. The normal business hours are 6:00 am - 5:00 pm on Monday - Friday.