SEC Form ADV

WEST FINANCIAL SERVICES, INC.

Firm profile: West Financial Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserVA

$2.8B

Assets Under Management

2,766

Total Clients

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Registration Details

Accession: CRD-137497
Location: MCLEAN, VA
Filing Date: March 30, 2026
AUM: $2.8B
Total Clients: 2,766
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

WEST FINANCIAL SERVICES, INC. is a registered investment adviser headquartered in MCLEAN, VA, managing approximately $2.8B in assets across 2,766 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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