Michael + Cannone - Financial Advisor in Los Angeles, CA

Paladin Research Report For:

Michael Cannone

Westmount Asset Management

2049 Century Park East
Suite 2500
Los Angeles, CA 90067

About Michael Cannone

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 one of the top wealth advisors in the country by Barron's and Financial Times magazine.

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General Information

Firm Start Year
  • 1990
  • 4857126
Firm CRD#
  • 158857
Years of Experience in Financial Services
  • 22
Number of Years with Current Firm
  • 11
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • 401K Rollovers, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Wealth Management, Money Management, Education Funding and Planning, Risk Management, Financial Planning for Individuals


Registered Investment Advisor
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65

Firm Information

Assets Managed by Firm
  • 4740000000

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $3,000,000
Compensation Methods
  • Based on Assets

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures