Edwin
Suzuki
Westpark Capital, Inc
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About this Advisor
Edwin Suzuki is a financial advisor based in Newport Beach, California with a total of 7 years of industry experience. Suzuki works at Westpark Capital, Inc. Over the course of their career, Suzuki has held roles at Diligent Insurance Services, Newport Coast Securities, Inc, Westpark Capital Inc and Surfside Pizza. Suzuki has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Westpark Capital, Inc is a registered investment company operating out of Los Angeles, CA. The company has offices in three locations and a total of 13 employees. It handles $35 million in total assets across its 241 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 241 accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on which service is offered. However, fee types billed by Westpark Capital, Inc can include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westpark Capital, Inc Brokerage Details
$35,149,433
13
241
$145,848
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Edwin Suzuki Work History
Edwin has been registered as a financial advisor for 7 years.*
Westpark Capital Inc
Surfside Pizza
Diligent Insurance Services
Newport Coast Securities, Inc
*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 Edwin Suzuki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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