Westend Advisors Headquarters

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WestEnd Advisors

https://www.westendadvisors.com/

WestEnd Advisors, a Victory Capital Investment Franchise, is an institutional asset management firm and a registered investment advisor. Our active, high-conviction strategies are rooted in intensive macroeconomic research and deep wisdom about the forces that drive domestic and global market sectors. Victory Capital Closes Acquisition of ...

WestEnd Advisors » Contact

https://www.westendadvisors.com/contact/

[email protected]

WestEnd Advisors - Overview, News & Competitors

https://www.zoominfo.com/c/westend-advisors-llc/55328911

WestEnd Advisors’s headquarters are in 4064 Colony Rd, Ste 130, Charlotte, North Carolina, 28211, United States What is WestEnd Advisors’s phone number? WestEnd Advisors’s phone number is (704) 556-9300 What is WestEnd Advisors’s official website? WestEnd Advisors’s official website is www.westendadvisors.com What is WestEnd Advisors’s Revenue?

WestEnd Advisors | LinkedIn

https://www.linkedin.com/company/westend-advisors

Headquarters Charlotte, North Carolina Type Privately Held Founded 2004 Specialties Portfolio Construction, Macroeconomic Research, Equity Research, and …

WestEnd Advisors » Our Team

https://www.westendadvisors.com/our-team/

Charles Thies joined WestEnd Advisors, a Victory Capital Investment Franchise in 2016. As a Director and Portfolio Specialist, he is a participant on the Investment Committee and has responsibility for compiling and disseminating the firm’s investment views. Charles entered the financial services industry in 1995.

WestEnd Advisors Review 2022 | investor.com

https://investor.com/rias/westend-advisors-133279

westend advisors is headquartered in charlotte, nc and currently serves in 52 states: alabama, alaska, arizona, arkansas, california, connecticut, delaware, district of columbia, florida, georgia, hawaii, idaho, illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, …

WestEnd Advisors » Strategies

https://www.westendadvisors.com/strategy/

At WestEnd Advisors, data drives all of our investment strategies. We analyze hundreds of sources of macroeconomic information and use what we discover to inform our decisions. Our proprietary, top-down investment process has been implemented with individual stocks since 1996 and with ETFs since 2005. Active strategies based on macroeconomic ...

Strategist & Overall Manager of the Year: WestEnd Advisors

https://www.thinkadvisor.com/2021/06/22/strategist-overall-manager-of-the-year-westend-advisors/

Firm name: WestEnd Advisors. Firm headquarters: Charlotte, North Carolina. Year firm founded: 2004 (when purchased by partners from PowellJohnson) Number of employees: 24 employees, including ...

WestEnd Advisors to Be Acquired by Victory Capital for …

https://www.alston.com/en/insights/news/2021/11/westend-advisors-to-be-acquired

WestEnd has approximately $18 billion in assets under management and offers four primary exchange-traded funds and one large-cap core fund. It was founded in 2004 and is headquartered in Charlotte, NC. Listed on Nasdaq, Victory Capital manages more than $159.9 billion in assets and is based in San Antonio, TX.

Victory Capital Announces Planned Acquisition of …

https://ir.vcm.com/news/news-details/2021/Victory-Capital-Announces-Planned-Acquisition-of-WestEnd-Advisors/default.aspx

Founded in 2004, and headquartered in Charlotte, North Carolina, WestEnd provides financial advisors with turnkey, core model allocation strategies serving as holistic solutions and complementary sources of alpha.

Victory Capital Closes Acquisition of WestEnd Advisors

https://ir.vcm.com/news/news-details/2022/Victory-Capital-Closes-Acquisition-of-WestEnd-Advisors/default.aspx

Westend Advisors LLC - CHARLOTTE , NC - Avoid Fraud, Get The …

https://investingreview.org/firm/westend-advisors-llc

Westend Advisors LLC 4064 COLONY ROAD, SUITE 130, CHARLOTTE, NC 704-556-9300 704-554-7759 Other Info Westend Advisors LLC is legally known as WESTEND ADVISORS, LLC. It is a NC Limited Liability Company. This firm has 19 employees, of which 7 are employees in advisory roles. It serves 11 clients.

Westend Advisors | Better Business Bureau® Profile - BBB

https://www.bbb.org/us/nc/charlotte/profile/investment-advisory-services/westend-advisors-0473-296276

Westend Advisors Investment Advisory Services Contact Information 4064 Colony Rd STE 130 Charlotte, NC 28211-5043 http://www.westendadvisors.com (704) 556-9300 Customer Reviews This business has 0...

We’re looking forward to embarking on this next chapter with …

https://www.westendadvisors.com/wp-content/uploads/2021/11/WestEnd-Victory-Announcement.pdf

1001 Morehead Square Drive, Suite 600, Charlotte, NC 28203 westendadvisors.com | 888.500.9025. As part of our long-term strategy for continuously investing in the technology, human capital, research and other resources that enable our team to deliver an exceptional client service experience, we have decided to join Victory Capital Management, a diversified global …

WESTEND ADVISORS, LLC Top 13F Holdings - Whalewisdom

https://whalewisdom.com/filer/westend-advisors-llc

Westend Advisors is based out of Charlotte. Westend Advisors is a large advisory firm with 3030 clients and discretionary assets under management (AUM) of $1,560,823,204 (Form ADV from 2022-01-27). Their last reported 13F filing for Q4 2021 included $3,675,823,320 in managed 13F securities and a top 10 holdings concentration of 66.15%.

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Westend Advisors Headquarters