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CRD#: 164986
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CRESTA WESTHALL LLP is located at 14 Hanover Square, London, null W1S 1HN. CRESTA WESTHALL LLP has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CRESTA WESTHALL LLP’s clients are individuals and 0% of their clients are high net worth individuals. CRESTA WESTHALL LLP has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CRESTA WESTHALL LLP are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CRESTA WESTHALL LLP‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CRESTA WESTHALL LLP. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CRESTA WESTHALL LLP Comes From

Understanding the Statistics for CRESTA WESTHALL LLP and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
14 Hanover Square, London, W1S 1HN
Mailing Address
14 Hanover Square, London, W1S 1HN
Firm Size
Small
Phone Number
+44 20 7628 8650
Established
since 06/29/2012
Firm Type
Partnership
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CRESTA ALTERNATIVES LTD.LIMITED PARTNER
WESTHALL ALTERNATIVES LTD.LIMITED PARTNER
WESTHALL RESEARCH LTD.LIMITED PARTNER
WESTHALL CONSULTING LTDLIMITED PARTNER
FULTON, DOUGLAS GERALDCCO, EXECUTIVE REPRESENTATIVE6097816
HUME, ROBERT IANPRINCIPAL6097819
KIRSCHENBLATT, CHAD ETHANFINOP2503352
POUND, RICHARD JOHNCOMPLIANCE OFFICER, AML SUPERVISOR2374436

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Advisor's working at CRESTA WESTHALL LLP

AB

Allan Nicholas Broad

RR
CRD#: 6930824
Location:
London, W1S 1HN
Company:
CRESTA WESTHALL LLP
Disclosures:
Experience:
7 years
View Profile
RP

Richard John Pound

RR
CRD#: 2374436
Location:
London, W1S 1HN
Company:
CRESTA WESTHALL LLP
Disclosures:
Experience:
17 years
View Profile
DF

Douglas Gerald Fulton

RR
CRD#: 6097816
Location:
London, W1S 1HN
Company:
CRESTA WESTHALL LLP
Disclosures:
Experience:
13 years
View Profile
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