West Financial Consulting, Inc. (Huntsville)

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.

West Financial Consulting: assets under management

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 firm manages $86.13 million in discretionary accounts and $3.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $581.99 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.87 million.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at West Financial Consulting, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Knight West	President/chief compliance officer	1 Jan 2002	75% - 100%	2625178
Jeffrey Roland Cedarholm	Chief operating officer, chief investment officer	1 Jan 2010	25% - 50%	4581070

Based in Huntsville

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.