Michael Amash

Los Angeles, California, 90067
advisor

Member Since 2006

Established in 1990, Westmount Asset Management is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high net-worth individuals, pension plans, foundations and endowments. Westmount: - has repeatedly been named by Worth Magazine as one of the top 100 wealth advisors in the nation - provides audited returns of our 20-year performance history to all prospective clients - has a 12-member Investment Committee comprised of seasoned professionals with more than 200 years of collective investment experience.
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My Location

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 Background Information

  • Years of Financial Experience

    • 18

  • Education

    • University of California, Irvine (B.A. Economics)

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Fixed fee
    • Investment Services: Asset-based fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Schwab

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them quarterly
    • I review my clients' investment portfolios with them quarterly
 

  • Registration & Licensing

    • CRD/IARD Number: None
    • Securities Registrations: Series 63, Series 7
    • Insurance Licenses: None

  • Company Names

    • Registered Investment Advisor: Westmount Asset Management
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, We provide a range of planning services in developing a comprehensive investment plan for each of our clients.

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies

  • Investment Products

    • None
 
Contact Michael
 
Visit Website - http://www.westmount.com
Paladin Registry

Minimum Asset Requirement

  • $1,000,000

Types of Clients

  • Individuals & Families

Professional Services

  • Planning