West & Howard Inc is an adviser based in Wayzata. It manages $59.23 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.
West & Howard provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West & Howard Inc is $59.23 million. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay West & Howard Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Louis Howard has been acting as President since 1 Mar 1994. Kristen Liv Starkman joined the executive team most recently as the Executive Vice President.
The principal office where West & Howard Inc performs its advisory services is located at 155 Gleason Lake Road, Wayzata, MN 55391, 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 952-475-1844 or by fax 952-475-0061. The normal business hours are 8:30am to 5:30pm on Monday - Friday.