Financial West Group

  • Financial Services
  • Westlake Village CA
  • 69 employees
  • Financial Services
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Company Overview

Headquarters
4510 E. Thousand Oaks Blvd, Westlake Village CA
Website
fwg.com
Phone
(805) 497-9222
Employees
69
Founded in
1985
Industry
Financial Services
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Financials & Stats

Revenue

$1B

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Who is Financial West Group

Financial West Group is a growing financial services firm based in Westlake Village, California. Founded in 1985, the company employs 69 people and generates approximately $0.5 million in annual revenue. Financial West Group provides a full range of financial products and services to investors across the United States. Their team of over 250 registered representatives, supervised by 22 Offices of Supervisory Jurisdiction, work to meet the individual needs of each client. The company is committed to supporting its representatives with quality service and technology, allowing them to focus on providing exceptional client care. Financial West Group is a FINRA and SIPC member and a SEC Registered Investment Advisor. For more information about Financial West Group and its services, visit their website at fwg.com.

Company Leadership

Eugene Valentine

CEO/Owner

Phone Email

Financial West Group Industry Tags

Registered Investment Advisory Services
Fixed Income Desk
Socially Responsible Investing
Insurance Department
Syndicate Desk
Secondary Market for Limited Partnerships
Investment Banking Division
General Securities
Direct Participation Programs
Financial Services
Financial Advisory Services
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Companies Similar to Financial West Group

Analyze industry trends and opportunities by examining competitors and companies comparable to Financial West Group, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
1M 57 California, CA
1M 7
1M 2
1M 4 Seattle, WA
1M 1 Oklahoma, OK
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FAQ

What is the location of Financial West Group's headquarters?
The headquarters of Financial West Group are situated at 4510 E. Thousand Oaks Blvd, Westlake Village CA
What is Financial West Group's phone number?
Financial West Group's contact number is (805) 497-9222.
What is Financial West Group's official website?
The official website of Financial West Group can be found at fwg.com.
What is Financial West Group's current revenue?
As of August 2017, Financial West Group's annual revenue reached $1B.
How many employees does Financial West Group currently have?
Financial West Group employs approximately 69+ people as of August 2017
Which industries is Financial West Group primarily operating in?
Financial West Group operates in the following industries: Finance, Credit
Who is the CEO/Owner of Financial West Group?
Financial West Group's CEO/Owner is Eugene Valentine
What are Financial West Group's industry tags?
Financial West Group's industry tags include: Registered Investment Advisory Services, Fixed Income Desk, Socially Responsible Investing
When was Financial West Group founded?
Financial West Group was founded in 1985.

Employee Directory

Key Employees

Andy Duchan

Owner

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Marga Childs

Senior Account Executive

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Larry Levenstone

Registered Principal

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Dan Maughan

investment executive

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John Forbes

Vice President/Investments

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