Vijay
Ramsarran

Westpark Capital, Inc

CRD#3086197
Investment Advisor
in Boca Raton, FL

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About this Advisor

Vijay Ramsarran is a financial advisor working in Boca Raton, Florida. Ramsarran is on the advisory team at Westpark Capital, Inc. They have been an employee of Westpark Capital, Inc for their entire career. Ramsarran holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Georgia and Texas. Westpark Capital, Inc is an advisory 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 assets under management among its 241 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 241 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on which service is provided. Fees billed by Westpark Capital, Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

225 Ne Mizner Blvd Suite 350
Boca Raton, FL 33432

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Westpark Capital, Inc Brokerage Details

Total Assets Under Management

$35,149,433

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

13

FL Average: 43
Total Number of Accounts

241

FL Average: 3,727
Average Account Size

$145,848

FL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Vijay Ramsarran Work History

Vijay has been registered as a financial advisor for 0 years.*

2005 - Present (19 years)

Tower Square 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 Vijay Ramsarran 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 Westpark Capital, Inc

Syed Farooq
Newport Beach, CA
Susan Sajjadi
Newport Beach, CA
Jessica Barbey
Detroit Lakes, MN
Adam Brown
Boca Raton, FL
Vikas Goel
Newport Beach, CA
Thomas Jandt
Newport Beach, CA
Edwin Suzuki
Newport Beach, CA
David Eurton
Newport Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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