WestEnd Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

1001 Morehead Square Dr Ste 600, Charlot...

Phone Number

(888) 500-9025

Revenue

<$5 Million

Industry

Finance Securities Trading

About WestEnd Advisors

WestEnd Advisors is an institutional asset management firm and registered investment advisor, part of the Victory Capital Investment Franchise. Founded in 2004, the company specializes in active investment strategies based on macroeconomic research, focusing on market sector performance drivers. WestEnd Advisors offers U.S. Sector, Global Equity, and Multi-Asset strategies designed for clients seeking capital appreciation and risk mitigation. The firm leverages data insights to navigate market trends and make informed investment decisions. Operating across multiple locations in North America, WestEnd Advisors serves the B2B market with its comprehensive financial services.Explore more
WestEnd Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

WestEnd Advisors Org Chart

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FP
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Chief Investment Officer & Portfolio Manager

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Senior Associate Director

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Director, Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WestEnd Advisors

<$5M
11-50
Private
-
2004
FP
Frederick PorterChief Investment Officer & Portfolio Manager
$30.9M
51-200
Private
-
1976
MH
Martin HarrisAttorney & President
$17.9M
51-200
Public
-
1993
GM
Gary MoffettMaterial Handler
$15.2M
11-50
Private
-
2000
John Sundeen, Executive Vice President & Chief Administrative Officer at Delaware Funds by Macquarie
John SundeenExecutive Vice President & Chief Administrative Officer
$10.7M
11-50
Private
-
1994
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WestEnd Advisors Tech Stack

A closer look at the technologies used by WestEnd Advisors

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Frequently Asked Questions Regarding WestEnd Advisors

What is WestEnd Advisors's official website?
WestEnd Advisors's official website is www.westendadvisors.com
What is WestEnd Advisors's Revenue?
WestEnd Advisors's revenue is <$5 Million
What is WestEnd Advisors's SIC code?
WestEnd Advisors's SIC: 62,628
What is WestEnd Advisors's NAICS code?
WestEnd Advisors's NAICS: 52,523
How many employees does WestEnd Advisors have?
WestEnd Advisors has 11-50 employees
What industry does WestEnd Advisors belong to?
WestEnd Advisors is in the industry of: Finance, Securities Trading
What is WestEnd Advisors competition?
WestEnd Advisors top competitors include: AdvisorShares Investments, Delaware Funds by Macquarie, Harris Associates, Highland Funds I - Highland Opportunities and Income Fund
What companies has WestEnd Advisors acquired?
WestEnd Advisors has acquired the companies: RS Investments, Oak Value Fund, Oak Value Capital Management, New Star Asset Management
What technology does WestEnd Advisors use?
Some of the popular technologies that WestEnd Advisors uses are: WordPress.org, PHP, Cloudflare CDN, Proofpoint
How do I contact WestEnd Advisors?
WestEnd Advisors contact info: Phone number: (888) 500-9025 Website: www.westendadvisors.com
What does WestEnd Advisors do?

WestEnd Advisors is an institutional asset management firm and registered investment advisor, part of the Victory Capital Investment Franchise. Founded in 2004, the company specializes in active investment strategies based on macroeconomic research, focusing on market sector performance drivers. WestEnd Advisors offers U.S. Sector, Global Equity, a... nd Multi-Asset strategies designed for clients seeking capital appreciation and risk mitigation. The firm leverages data insights to navigate market trends and make informed investment decisions. Operating across multiple locations in North America, WestEnd Advisors serves the B2B market with its comprehensive financial services.Read More

What are WestEnd Advisors social media links?
WestEnd Advisors Linkedin page
Is WestEnd Advisors a public company?
WestEnd Advisors is private company therefore does not currently have an official ticker symbol
See more information about WestEnd Advisors

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