Active

WEST FINANCIAL SERVICES, INC.

Investment AdviceMCLEAN, VA

Assets Under Management

$2.6B

Total AUM

Donut chart: Discretionary 2.5B, Non-Discretionary 32.6M
Category	Value
Discretionary	2.5B
Non-Discretionary	32.6M

Adviser Information

Field	Value
CRD Number	137497
SEC Number	801-64834
Street Address	2010 CORPORATE RIDGE ROAD
Street Address 2	STE 530
Location	MCLEAN, VA 22102
Country	United States
Phone	703-847-2500
Fax	703-847-5050
Total Employees	38

Client Count by Type (919 Total)

Horizontal bar chart: High Net Worth Individual… 462, Individuals (other than H… 430, Corporations/Businesses 20, Pension/Profit Sharing Pl… 6, Charitable Organizations 1
Category	Value
High Net Worth Individual…	462
Individuals (other than H…	430
Corporations/Businesses	20
Pension/Profit Sharing Pl…	6
Charitable Organizations	1

West Financial Services, Inc., VA — Investment Adviser | BuildTrust