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, working with Duff & Phelps Investment Management Co. Kyle has previously held positions at Duff & Phelps Investment Management Co and Vp Distributors Inc. Kyle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Texas. Currently, Kyle is part of Duff & Phelps Investment Management Co, which operates out of Chicago, Illinois. The firm has 2 offices and 54 employees. The firm manages assets totaling $12.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Duff & Phelps Investment Management Co includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

10 S. Wacker Drive 19Th Floor
Chicago, IL 60606

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Duff & Phelps Investment Management Co Brokerage Details

Total Assets Under Management

$12,279,294,336

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

54

IL Average: 44
Total Number of Accounts

61

IL Average: 2,564
Average Account Size

$201,299,907

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

2010 - Present (14 years)

Vp Distributors Inc

2005 - Present (19 years)

Duff & Phelps Investment Management Co

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

David Grumhaus
Chicago, IL
Kathleen Hegyi
Chicago, IL
Lauren Matz
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 6/19/2024. 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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