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West Financial Services
West Financial Services is an SEC-registered investment adviser in MCLEAN, VA, registered since 2005. The firm manages $2.8 billion in regulatory assets.
Overview
West Financial Services is an SEC-registered investment adviser in MCLEAN, VA, registered since 2005. The firm manages $2.8 billion in regulatory assets. It has 39 employees and 22 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
McLean
Corporate office
McLean, VA, United States
Sector focus
Frequently asked questions
Does West Financial Services operate as a lender or a wealth advisor?
It operates as both. West originates and services private real estate loans while also managing client portfolios that hold those loans alongside municipal bonds, direct real estate equity, and other structured instruments. This is unusual: most registered investment advisors allocate client capital to third-party credit funds rather than originating the underlying loans themselves.
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