Vetea
Ribet

Westside Investment Management, Inc

CRD#4823379
Investment Advisor
in Santa Monica, CA

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About this Advisor

Vetea Ribet is an advisor who is based out of Santa Monica, California. Currently a registered investment advisor with Westside Investment Management, Inc, they have accrued 16 years of professional experience. Ribet maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Ribet is registered to work with customers based out of California and Hawaii. The advisor has gained experience at Westside Investment Management (Dba), Lpl Financial, LLC and Westside Investment Management, Inc. Westside Investment Management, Inc is based out of Santa Monica, California, and operates out of two other locations in the country. In total, Westside Investment Management, Inc oversees $627 million in assets throughout 1,053 accounts and retains eight staff members. The amount of assets the firm manages makes it one of the larger financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 23% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Westside Investment Management, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

2444 Wilshire Boulevard Suite 303
Santa Monica, CA 90403

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Westside Investment Management, Inc Brokerage Details

Total Assets Under Management

$626,897,512

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

8

CA Average: 43
Total Number of Accounts

1,053

CA Average: 3,727
Average Account Size

$595,344

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Vetea Ribet Work History

Vetea has 16 years of experience.

2010 - Present (11 years)

Westside Investment Management, Inc

2007 - Present (14 years)

Lpl Financial, LLC

2004 - Present (17 years)

Westside Investment Management (Dba)

Disclosures

Vetea Ribet has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Westside Investment Management, Inc

Walter O'Brien
Kahului, HI
Mark Cohen
Santa Monica, CA
Sky Rylant
Oklahoma City, OK
Vetea Ribet
Santa Monica, CA
James Frawley
Santa Monica, CA
David Clark
Oklahoma City, OK
Noah Cornish
Oklahoma City, OK
Sienna Yoshida
Kahului, HI

This content was compiled from the SEC and FINRA.

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