Westside Investment Management is an investment advisor in Santa Monica with $520.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
273016837
SEC advisor number
801-71762
FINRA CRD number
154522
AUM ?
$511.55 mm
(as of 28 Apr 23)
Accounts
967
(as of 28 Apr 23)
Employees
12
(8 investment advisory or research)
Address
Westside Investment Management
2444 WILSHIRE BLVD STE 303
SANTA MONICA
CA 90403
2444 WILSHIRE BLVD STE 303
SANTA MONICA
CA 90403
Phone
310-315-9400
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21