Daniel
Trosch
West Financial Services, Inc
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About this Advisor
Daniel Trosch is a chartered financial analyst who works in Mc Lean, Virginia with 5 years of industry experience. Trosch is on the advisory team at West Financial Services, Inc. Over the course of their career, they have held roles at Untied Brokerage Svcs, West Financial Services, Lpl Financial and Fortigent, Inc. Trosch is able to operate in Virginia. West Financial Services, Inc is a financial advisory firm operating out of Mc Lean, VA. The company has a total of 38 people on staff. It administers $2 billion in assets between its 2,545 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 2,545 client accounts, 52% are associated with high-net-worth clients who have greater than $1 million in assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice typically vary depending on which services are offered. However, fees charged by West Financial Services, Inc likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Financial Services, Inc Brokerage Details
$1,898,689,741
38
2,545
$746,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Trosch Work History
Daniel has been registered as a financial advisor for 5 years.*
West Financial Services
Untied Brokerage Svcs
Lpl Financial
Fortigent, 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 Daniel Trosch 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 West Financial Services, Inc
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
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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