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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
310-556-2502
Visit Website
http://www.westmount.com/

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.

See Disclosures

General Information

Firm Start Year
  • 1990
CRD#
  • 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

Compliance

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

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

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1886458/paladinregistry-westmount-asset-management-detailed-disclosure

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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