West Portal Investment Group, LLC (San Francisco)

West Portal Investment Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

West Portal Investment Group: assets under management

The assets under management (AUM) of West Portal Investment Group, LLC is $118.68 million. The firm's AUM has grown by 180% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $103.16 million in discretionary accounts and $15.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $228.32 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay West Portal Investment Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where West Portal Investment Group, LLC performs its advisory services is located at 201 Mission Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-777-2900 or by fax 415-777-9200. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.wpigadvisors.com.

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