Susan
Sajjadi
Westpark Capital, Inc
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About this Advisor
Susan Sajjadi is a financial advisor working in Newport Beach, California with 5 years of relevant experience. Sajjadi works at Westpark Capital, Inc. Their career trajectory has included roles at Newport Coast Securities, Inc and Westpark Capital Inc. Sajjadi has a Series 63 license, qualifying them as a securities agent, and can work in California. Westpark Capital, Inc is a business operating out of Los Angeles, CA. The investment advisory business has offices in three locations and a total of 13 advisors. It has $35 million in assets under management between its 241 customer accounts, making it one of the smaller investment advisory firms in the United States by assets under management. Of its 241 accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in investable assets. Westpark Capital, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually depend on the type of services provided. Fees 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
Susan Sajjadi Work History
Susan has been registered as a financial advisor for 5 years.*
Westpark Capital Inc
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 Susan Sajjadi 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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