linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Joseph Amash

Westmount Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Joseph Amash

Michael Joseph Amash is a registered investment advisor representative with Westmount Partners, LLC in Los Angeles, CA. Michael has been in the industry since January 1994 and has a Series 7 and a Series 63 license. Michael has previously worked for Charles Schwab & Co., Inc. and Prudential Securities Incorporated. Westmount Partners, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Michael Amash is currently registered with Westmount Partners, LLC. Westmount Partners, LLC is a Los Angeles, CA-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Westmount Partners, LLC serves individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
Westmount Partners, LLC

2049 CENTURY PARK EAST

LOS ANGELES, CA 90067

$4.26B

Assets Under Management

Not reported

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Amash’s Registration & Firm History

CA

11/08/2011 - Present

Westmount Partners, LLC (LOS ANGELES CA)

TX

01/17/1994 - 12/17/2001

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

07/06/1992 - 10/19/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

Not sure if Michael Joseph Amash is right for you?

Licenses & Designations

BC

Issued 07/21/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/02/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Amash.
Not sure if Michael Joseph Amash is right for you?