Westfuller Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1185 Avenue of the Americas Ste 319, New...

Phone Number

(212) 542-5851

Revenue

$8.8 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Westfuller Advisors

WestFuller Advisors (WFA) is a boutique wealth management firm that creates custom-designed wealth strategies and provides family wealth counseling to individuals, families and institutions. The company's advisors: Create personalized solutions to unique, financial challenges Maximize opportunities to sustain and enhance lifestyle Build strategies to establish a legacy of wealth At WestFuller Advisors the company knows the accumulation and preservation of wealth is not only about money, it is about your life. Meet the company's Senior Advisors: Lola C. West, Managing Director Ian S. Fuller, Managing Director 125 Park Avenue, Suite 2507, New York, NY 10017 212.542.5851 advisors@westfulleradvisors.com Home | Wealth Management | The company's Services | Wealth Insight & News | Contact The company | Fees & Disclosure | Privacy | Business Continuity Plan Disclosure Securities offered through Celadon Financial Group, LLC. Member FINRA and SIPC.Explore more
Westfuller Advisors's Social MediaPopular SearchesWestFuller Advisors LLCWestFuller AdvisorsWestfullerWestfuller LLCSIC Code 62,628NAICS Code 52,523Show more

Westfuller Advisors Org Chart

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Deputy Chief Operating Officer

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Chief Administrative Officer

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Vice President

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Compare Similar Companies to Westfuller Advisors

Compare insights from companies similar to Westfuller Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Westfuller Advisors

$8.8M
11-50
Private
-
2010
DF
Dorian FullerDeputy Chief Operating Officer
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Westfuller Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Westfuller Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Westfuller Advisors.

Westfuller Advisors Tech Stack

A closer look at the technologies used by Westfuller Advisors

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Frequently Asked Questions Regarding Westfuller Advisors

What is Westfuller Advisors's official website?
Westfuller Advisors's official website is www.westfulleradvisors.com
What is Westfuller Advisors's Revenue?
Westfuller Advisors's revenue is $8.8 Million
What is Westfuller Advisors's SIC code?
Westfuller Advisors's SIC: 62,628
What is Westfuller Advisors's NAICS code?
Westfuller Advisors's NAICS: 52,523
How many employees does Westfuller Advisors have?
Westfuller Advisors has 11-50 employees
What industry does Westfuller Advisors belong to?
Westfuller Advisors is in the industry of: Finance, Securities Trading
What is Westfuller Advisors competition?
Westfuller Advisors top competitors include: The Normann Financial Group, MoonDance Investment Advisors, LLC, Chronos Wealth Management, Karras
What technology does Westfuller Advisors use?
Some of the popular technologies that Westfuller Advisors uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Westfuller Advisors?
Westfuller Advisors contact info: Phone number: (212) 542-5851 Website: www.westfulleradvisors.com
What does Westfuller Advisors do?

WestFuller Advisors (WFA) is a boutique wealth management firm that creates custom-designed wealth strategies and provides family wealth counseling to individuals, families and institutions. The company's advisors: Create personalized solutions to unique, financial challenges Maximize opportunities to sustain and enhance lifestyle Build strategies... to establish a legacy of wealth At WestFuller Advisors the company knows the accumulation and preservation of wealth is not only about money, it is about your life. Meet the company's Senior Advisors: Lola C. West, Managing Director Ian S. Fuller, Managing Director 125 Park Avenue, Suite 2507, New York, NY 10017 212.542.5851 advisors@westfulleradvisors.com Home | Wealth Management | The company's Services | Wealth Insight & News | Contact The company | Fees & Disclosure | Privacy | Business Continuity Plan Disclosure Securities offered through Celadon Financial Group, LLC. Member FINRA and SIPC.Read More

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

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