James
West
Principal Street Partners, LLC
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About this Advisor
James West is a financial advisor based in Memphis, Tennessee, working with Principal Street Partners, LLC. James has previously held a position at Green Square Capital, LLC. James has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, James is part of Principal Street Partners, LLC, which operates out of Memphis, Tennessee. The firm has 1 office and 12 employees. The firm manages assets totaling $2.9 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and other services. The fee structure at Principal Street Partners, LLC includes asset-based, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Street Partners, LLC Brokerage Details
$2,872,187,942
12
724
$3,967,110
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other
James West Work History
Green Square Capital, LLC
Disclosures
Please visit the SEC profile of James 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 Principal Street Partners, LLC
Memphis, TN
Englewood, NJ
Memphis, TN
Memphis, TN
Memphis, TN
Englewood, NJ
Memphis, TN
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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