James
West
Dorsey, Wright & Associates, LLC
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About this Advisor
James West is a financial advisor operating out of Richmond, Virginia who has 6 years of industry experience. West currently works for Dorsey, Wright & Associates, LLC. During their career, the advisor has held roles at Dorsey Wright & Associates, Local Finance Solutions Dba Vml/Vaco Finance and Independent Insurance Agents Of Virginia. West is approved to advise clients in Virginia. Dorsey, Wright & Associates, LLC is a firm operating out of Richmond, VA. The firm has a total of 25 employees. It controls $658 million in assets across its 967 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 967 client accounts, 49% are held by high-net-worth clients who have at least $1 million in investable assets. The company provides a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types billed by Dorsey, Wright & Associates, LLC likely include asset-based, hourly and fixed fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Dorsey, Wright & Associates, LLC Brokerage Details
$657,787,470
25
967
$680,235
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
James West Work History
James has been registered as a financial advisor for 6 years.*
Dorsey Wright & Associates
Local Finance Solutions Dba Vml/Vaco Finance
Independent Insurance Agents Of Virginia
*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 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 Dorsey, Wright & Associates, LLC
Richmond, VA
Richmond, VA
Richmond, VA
New York, NY
New York, NY
Richmond, VA
Richmond, VA
Richmond, VA
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