West Portal Investment Group, LLC is a large advisory firm based in San Francisco. It manages $118.68 million of regulatory assets for 637 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
West Portal Investment Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of West Portal Investment Group, LLC is $118.68 million. The firm's AUM has grown by 180% 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 Portal Investment Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where West Portal Investment Group, LLC performs its advisory services is located at 201 Mission Street, San Francisco, CA 94105, 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 415-777-2900 or by fax 415-777-9200. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wpigadvisors.com.