Casey
West
Fogel Capital Management Inc
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About this Advisor
Casey West is a financial advisor based in Stuart, Florida, working with Fogel Capital Management Inc. Casey has previously held positions at Fogel Capital Management, Inc, If The Shoe Fits, Inc, Prime Source Accessories, and Not Working. Casey has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Casey is part of Fogel Capital Management Inc, which operates out of Stuart, Florida. The firm has 11 employees and manages assets totaling $350.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Fogel Capital Management Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fogel Capital Management Inc Brokerage Details
$350,950,000
11
242
$1,450,207
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Casey West Work History
Fogel Capital Management, Inc
Not Working
If The Shoe Fits, Inc
Prime Source Accosories
Disclosures
Please visit the SEC profile of Casey West 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 Fogel Capital Management Inc
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
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