West Hills Asset Management Inc is a large advisory firm based in Chicago. It manages $274.64 million of regulatory assets for 1,223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 17 other states.
West Hills Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Hills Asset Management Inc is $274.64 million. The firm's AUM has grown by 173% 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 Hills Asset Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Mansueto has been acting as President since 1 Sep 1991. Estate Of John Mansueto joined the executive team most recently as the Sole Shareholder.
The principal office where West Hills Asset Management Inc performs its advisory services is located at 150 N Michigan Ave, Chicago, IL 60601, 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 312-629-0303 or by fax 312-629-0304. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.westhills.com.