Western Standard, LLC
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Overview
Western Standard, LLC is a financial advisor company located in Los Angeles, California. Western Standard, LLC handles $412.7 million in assets under management over two customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Western Standard, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like stocks, options and bonds.
Western Standard, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell choices without requiring client consent. Western Standard, LLC's typical account size is $206.4 million. The average advisor at Western Standard, LLC administers fewer than one client account, making it one of the most individualized financial advisor firms in the country.
The company's main office is located at 5900 Wilshire Blvd, Los Angeles, California 90036. Western Standard, LLC is legally permitted to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Western Standard, LLC by the Numbers
$412.7 million
4
2
$206.4 million
Fee Structure
Financial advisory fees usually are based on which service is offered. Fees billed by Western Standard, LLC likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Western Standard, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Western Standard, LLC caters to pooled investment vehicles. Out of its two customers, Western Standard, LLC's biggest client by number of accounts is pooled investment vehicles. None of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Western Standard, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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