West Financial Services, Inc.
● SEC registered since 2005CRD 137497SEC# 801-64834McLean, VA
Reg. AUM
$2.84B
Employees
39
Accounts
2,766
Location
McLean, VA
West Financial Services, Inc. assets under management
West Financial Services, Inc. is an investment advisory firm registered with the SEC based in McLean, VA. The firm has been registered since 2005. It reports $2.8 billion in regulatory assets under management and employs 39 people.
West Financial Services, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anh Ngoc Lam Control | Chief Compliance Officer | Under 5% | 2020 |
| Atlantic Union Bank Control | Shareholder | Over 75% | 2025 |
| Brian Laurence MacKin Control | President; Director | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does West Financial Services, Inc. manage?
West Financial Services, Inc. reports $2.8 billion in regulatory assets under management on its Form ADV.
How many employees does West Financial Services, Inc. have?
West Financial Services, Inc. reports 39 employees.
Where is West Financial Services, Inc. located?
West Financial Services, Inc. is based in McLean, VA and has been SEC-registered since 2005.
Does West Financial Services, Inc. disclose fund performance?
West Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2010 Corporate Ridge Road, Ste 530, McLean, VA 22102 |
| Phone | 703-847-2500 |
| Fax | 703-847-5050 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.84B▲ 31%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$2.84Bregulatory AUM
Discretionary $2.81BNon-discretionary $24.9M