Michael
Amash
Westmount Asset Management, LLC
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About this Advisor
Michael Amash is a financial advisor who works in Los Angeles, California who has 12 years of industry experience. Amash currently works for Westmount Asset Management, LLC. They have been an employee of Westmount Asset Management, Llc for all of their career. Amash has a Series 63 license, designating them as a securities agent, and can work in California and Texas. Westmount Asset Management, LLC is a financial advisory business based in Los Angeles, CA. The firm has offices in three locations and a total of 39 employees. It handles $4 billion in assets under management between its 4,348 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 21 charitable organizations. Of its 4,348 customer accounts, 51% are held by high-net-worth clients who have greater than $1 million in assets. The firm performs 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 charged by financial advisors largely are based on which service is offered. However, fee types billed by Westmount Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Westmount Asset Management, LLC Brokerage Details
$3,565,626,032
39
4,348
$820,061
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
Michael Amash Work History
Michael has been registered as a financial advisor for 12 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 Michael Amash 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
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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