Westerlind Peter & Associates Inc is a large advisory firm based in Bellevue. It manages $73.44 million of regulatory assets for 137 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Washington.
Westerlind Peter & Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Westerlind Peter & Associates Inc is $73.44 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Westerlind Peter & Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Bruce Westerlind has been acting as President since 1 Apr 1984. Eva Skold Westerlind joined the executive team most recently as the Sec/Treasurer.
The principal office where Westerlind Peter & Associates Inc performs its advisory services is located at 2050 112 Th Ave., Ne #140, Bellevue, WA 98004, 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 425-454-7212 or by fax 425-454-4931. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday.