Dimitri
Krikelas

Westmount Asset Management, LLC

CRD#4952663
Investment Advisor
in Los Angeles, CA

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About this Advisor

Dimitri Krikelas is a financial advisor working out of Los Angeles, California with a total of 12 years of relevant experience. Krikelas works at Westmount Asset Management, LLC. They have spent the entirety of their employment at Westmount Asset Management, Llc. Krikelas holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in California. Westmount Asset Management, LLC is a registered investment firm that has its headquarters in Los Angeles, CA. The company has offices in three locations and a total of 39 advisors. It oversees $4 billion in total assets across its 4,348 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 21 charities and foundations. Of its 4,348 customer accounts, 51% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which services are offered. Fee types charged by Westmount Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2049 Century Park East Suite 2500
Los Angeles, CA 90067

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Westmount Asset Management, LLC Brokerage Details

Total Assets Under Management

$3,565,626,032

CA Average: $7,578,581,321
Total Number of Employees

39

CA Average: 43
Total Number of Accounts

4,348

CA Average: 3,727
Average Account Size

$820,061

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Dimitri Krikelas Work History

Dimitri has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Westmount Asset Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dimitri Krikelas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Westmount Asset Management, LLC

Eric Lin
Los Angeles, CA
Philip Hagopian
Los Angeles, CA
Hector Monroy
Los Angeles, CA
Nathaniel Byram
Los Angeles, CA
Victoria Dyson
Los Angeles, CA
Jeffrey Halbert
Los Angeles, CA
Scott Fellmeth
Los Angeles, CA
Dylan Wensley
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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