Westerlind Peter & Associates Inc (Bellevue)

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.

Westerlind Peter & Associates: assets under management

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 firm manages $73.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $536.08 thousand each.

Fees & Commissions

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.

Careers at Westerlind Peter & Associates Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Peter Bruce Westerlind	President	1 Apr 1984	75% - 100%	603442
Eva Skold Westerlind	Sec/treasurer	1 Apr 1984	Other	4343505

Based in Bellevue

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.