West Gate Horizons Advisors, LLC is a large advisory firm based in Los Angeles. It manages $1.44 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and New York.
West Gate Horizons Advisors provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and management of pooled investment vehicles, including clos. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Gate Horizons Advisors, LLC is $1.44 billion. The firm's AUM has gone down by -30% 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 Gate Horizons Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Dale Hatley has been acting as President since 1 Jun 2005. Michael John Woods joined the executive team most recently as the Director.
The principal office where West Gate Horizons Advisors, LLC performs its advisory services is located at 633 West 5 Th Street, Los Angeles, CA 90071, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 213-621-3735 or by fax 213-621-3795. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at westgatehorizons.com.