Kyle
West

Duff & Phelps Investment Management Co

CRD#5713829
Investment Advisor
in Chicago, IL

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About this Advisor

Kyle West is a financial advisor based in Chicago, Illinois with a total of 13 years of relevant experience. West is on the advisory team at Duff & Phelps Investment Management Co. Over the course of their career, they have held roles at Duff & Phelps Investment Management Co and Vp Distributors Inc. West holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois and Texas. Duff & Phelps Investment Management Co is an advisory business based out of Chicago, IL. The investment advisory business has a total of 50 employees. It has $12 billion in total assets among its 58 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Duff & Phelps Investment Management Co offers a set of services, including portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services vary depending on which service is offered. Fee types charged by Duff & Phelps Investment Management Co most likely include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

200 S. Wacker Drive Suite 500
Chicago, IL 60606

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Duff & Phelps Investment Management Co Brokerage Details

Total Assets Under Management

$12,005,901,678

IL Average: $6,674,516,078
Total Number of Employees

50

IL Average: 44
Total Number of Accounts

58

IL Average: 2,564
Average Account Size

$206,998,305

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Kyle West Work History

Kyle has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Vp Distributors Inc

2005 - Present (19 years)

Duff & Phelps Investment Management Co

*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 Kyle 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 Duff & Phelps Investment Management Co

John Creswell
Chicago, IL
David Grumhaus
Chicago, IL
Kathleen Hegyi
Chicago, IL
Frank Haggerty
Chicago, IL
Kyle West
Chicago, IL
Shalini Sharma
Chicago, IL
Eric Elvekrog
Chicago, IL
Geoffrey Dybas
Chicago, IL

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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