Westend Advisors, LLC

Charlotte, NC

California

Registered In

04/29/2011

Incorp. Date

Foreign

Registration Type

North Carolina

Foreign Jurisdiction

Company Summary

Westend Advisors, LLC at 1001 Morehead Square Dr STE 600, Charlotte, Nc 28203 lists Graham Hunt and Michael Goldman of Charlotte, NC as associates.

Overview

Registered In

California

Incorporation Date

04/29/2011

Company Type

Limited Liability Company - Out of State

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

North Carolina

Find Social Profiles

Search Other Resources

SEC | EDGAR Trellis.Law Recent News

People

Cogency Global Inc. Registered 1505 Agent	122 E 42ND ST FL 18TH, NEW YORK, NY 10168 (View Past Addresses)
Graham Hunt Manager	1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Michael Goldman Manager	1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Frederick Porter Manager	1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Marion Peebles Manager	1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Jason Liebowitz Manager	1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Edmund Durden Manager	1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)

Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.

Map & Locations

1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Westend Advisors, LLC

Form 5500

WESTEND ADVISORS, LLC

1001 Morehead Square Dr Suite #600, Charlotte, Nc 28203 (704) 409-4122 EIN:20-1796773 Plan Admin:Graham Hunt

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 0 Assets BOY/EOY$6,007,176 / $0	2022	WESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN - Plan #001	29 / 0	$6,007,176 / $0
2021	Plan NameWESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 29 Assets BOY/EOY$4,533,705 / $6,007,176	2021	WESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN - Plan #001	27 / 29	$4,533,705 / $6,007,176
2020	Plan NameWESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 27 Assets BOY/EOY$3,857,261 / $4,533,705	2020	WESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN - Plan #001	25 / 27	$3,857,261 / $4,533,705
2019	Plan NameWESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY22 / 25 Assets BOY/EOY$2,691,461 / $3,857,261	2019	WESTEND ADVISORS, 401 (K) PROFIT SHARING PLAN - Plan #001	22 / 25	$2,691,461 / $3,857,261

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Related Business Names:

Westend Advisors, LLC. Registered in North Carolina	Charlotte, NC		View Report

Address Match:1001 Morehead Square Dr Ste 600 Charlotte, NC

Sherpa LLC Registered in Florida	Charlotte, NC	View Report
Wea Principals, LLC Registered in North Carolina	Charlotte, NC	View Report
Sherpa LLC Registered in Ohio	Charlotte, NC Marion, OH	View Report
Sherpa LLC Registered in Tennessee	Charlotte, NC Nashville, TN	View Report
Sherpa LLC Registered in Tennessee	Charlotte, NC Nashville, TN	View Report
Sherpa LLC Registered in Georgia	Charlotte, NC	View Report

Address Match:1001 Morehead Square Dr Charlotte, NC

Hayden Harper Energy, LLC Registered in West Virginia	Charlotte, NC	View Report
Lincoln James Capital, Inc Registered in North Carolina	Charlotte, NC	View Report
Commercial West Investment, LLC Registered in North Carolina	Charlotte, NC	View Report
Mpp City Tech, LLC Registered in North Carolina	Charlotte, NC	View Report
Snap I, LLC Registered in North Carolina	Charlotte, NC	View Report
Still Creek Investment, LLC Registered in North Carolina	Charlotte, NC	View Report
Avia, LLC Registered in North Carolina	Charlotte, NC	View Report
Crow Carolina Properties, Inc. Registered in North Carolina	Charlotte, NC	View Report
Ht-Southern Pines #1 LLC Registered in North Carolina	Charlotte, NC	View Report
Isc Realty Corporation Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
Mp-Cashiers, LLC Registered in North Carolina	Charlotte, NC	View Report
Stillwater Apartments, L.L.C. Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
Stonebrook Publishing Corp. Registered in North Carolina	Charlotte, NC	View Report
Epoch Huntsville, LLC Registered in North Carolina	Charlotte, NC	View Report
Hayden Harper Energy Ka, LLC Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
Txg, LLC Registered in North Carolina	Charlotte, NC	View Report
Hayden Harper Energy Fund LLC Registered in North Carolina	Charlotte, NC	View Report
Hh-Perpetua Cmbs Fund I, LLC Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
Wp River, L.L.C. Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report
Wp Trace, L.L.C. Registered in North Carolina	Charlotte, NC Raleigh, NC	View Report

Person/City Match:Graham Hunt - Charlotte, NC

Dubba-Bubba Investments, LLC Registered in North Carolina	Charlotte, NC Greensboro, NC	View Report
Hf Lv Holdings LLC Registered in North Carolina	Charlotte, NC	View Report
Hf Clt Holdings LLC Registered in North Carolina	Charlotte, NC	View Report

Person/City Match:Frederick Porter - Charlotte, NC

Porter Capital Management LLC Registered in North Carolina	Charlotte, NC		View Report
Stella Blooms LLC Registered in North Carolina	Stella, NC		View Report

Person/City Match:Marion Peebles - Charlotte, NC

Marionmark Capital, LLC Registered in North Carolina	Charlotte, NC		View Report

View More in Charlotte, NC

Sources

The following government agencies have contributed data:

• California Secretary of State • U.S. Department of Labor