MichaelCannone- Financial Advisor Los Angeles, CA

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About Michael Cannone

Established in 1990, Westmount Partners is a fee-only investment advisory firm blending institutional portfolio management strategies with a wide range of consulting and planning services. Our diversified investment approach manages risk while seeking superior returns across global financial markets. Our clients include high-net-worth individuals, pension plans, foundations, and endowments. Westmount has repeatedly been named one of the top wealth advisors in the country by Barron's and Financial Times magazine.

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General Information

Firm Start Year

1990

CRD#

4857126

Firm CRD#

158857

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65

Firm Information

Assets Managed by Firm

4740000000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$3,000,000

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886458/paladinregistry-Westmount-Partners-detailed-disclosure.html

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Paladin Research Report For:

Michael Cannone

Westmount Partners