West Capital Management

Annual Revenue Estimate: $5m+

AUM: $300m-$499m

Email Convention: [email protected]

Overview

Overall Ranking (35%)

The Overall Ranking is a score from 1 star (very bad) to 5 stars (excellent) generated based on the Company Reviews of current and former employees at this company, taking everything into account.

The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

The Overall Ranking is generated based on the Company Reviews.

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Company Details

West Capital Management was founded in 1994 based upon the principles of objective research, fee-only investment management, complete disclosure and superior client service. West Capital Management is an SEC-Registered Investment Advisor and we do not sell any in-house or proprietary products. West Capital Management is committed to making our clients' lives easier by taking care of all of the intricacies that wealth requires. We understand that wealth is more than money. Wealth is personal: it reflects your values, creates a lifestyle, and helps to achieve future goals. It requires sophisticated investment advice, as well as a deep personal understanding of your needs. West Capital Management believes that all of our clients are deserving of unbiased advice, independent thinking, a dedicated family office and the best ideas in the business.

Locations

Location

Philadelphia

See in Google Maps

1818 Market Street #3233, Philadelphia, PA, 19104, United States

215-731-1820

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