West Hills Asset Management Inc (Chicago)

Name: West Hills Asset Management Inc
Address: 150 N Michigan Ave, Chicago, IL, 60601
Telephone: 312-629-0303

West Hills Asset Management Inc is a large advisory firm based in Chicago. It manages $274.64 million of regulatory assets for 1,223 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 17 other states.

West Hills Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

West Hills Asset Management: assets under management

The assets under management (AUM) of West Hills Asset Management Inc is $274.64 million. The firm's AUM has grown by 173% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $148.29 million in discretionary accounts and $126.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $166.8 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $378.3 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay West Hills Asset Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at West Hills Asset Management Inc

John Mansueto has been acting as President since 1 Sep 1991. Estate Of John Mansueto joined the executive team most recently as the Sole Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Mansueto	President	1 Sep 1991	75% - 100%	2222714
Estate Of John Mansueto	Sole shareholder	1 Jun 2003	75% - 100%	36-7418263
Steven Richard Billimack	President	1 Jun 2003	Other	1798835

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Fritha Beekhuis Mansueto	Executor	1 Jun 2003	Other	4738368

Based in Chicago

The principal office where West Hills Asset Management Inc performs its advisory services is located at 150 N Michigan Ave, Chicago, IL 60601, 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 312-629-0303 or by fax 312-629-0304. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.westhills.com.