Westend Advisors, LLC.

North Carolina
Registered In
10/26/2004
Incorp. Date

Company Summary

Westend Advisors, LLC. at 1001 Morehead Square Dr STE 600, Charlotte, Nc 28203 lists Nina Gupta and Michael D Policarpo of Brooklyn, OH as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Hunt, Graham K Registered Agent
1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203
Nina Gupta Secretary
4900 TIEDEMAN RD FL 4TH, BROOKLYN, OH 44144
Michael D Policarpo Chief Administrative Officer
4900 TIEDEMAN RD FL 4TH, BROOKLYN, OH 44144
James W Cox Executive Officer
1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Graham K Hunt Executive Officer
1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203
Jason Leibowitz Executive Officer
6710 SW 120TH ST, PINECREST, FL 33156
Edmund N. Durden Executive Officer
1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
Frederick O Porter Executive Officer
1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 (View Past Addresses)
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1001 MOREHEAD SQUARE DR STE 600, CHARLOTTE, NC 28203 View Map

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.
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Person/City Match:Nina Gupta - Brooklyn, OH
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor
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