AW
AW

Audrey Moxon West

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
3,220 clients
Average Client Portfolio
$68K average
Assets Under Management
$218.6M

Fee Structure

Minimum Investment:None
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Location

4695 MacArthur Ct, 11th Floor, Newport Beach, CA, 92677

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Audrey is the owner and investment advisor representative at Elite Capital & Insurance Services, providing financial planning and advisory & insurance services. This activity takes up Audrey's full-time commitment.

Employment History
Current Registrations
Gradient Advisors, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Foundations Investment Advisors LLC
July 2021 - October 2024 · 3 yrs 3 mos
Knr Consulting and Wealth Management, INC.
September 2020 - July 2021 · 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.