West Financial Strategies, Inc.

CRD 118241 · Sanford, NC · $121.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 118241
SEC number: 801-136450
Firm type: RIA
Assets under management: $121.0M as of May 8, 2026
Website: westfinancialstrategies.com ↗
Phone: 919-774-8664
Address: 301 Court Square, Sanford, NC, 27330

Advisors at this firm

2 in our index · page 1 of 1

Charles Frederick Von CanonCRD 4601225 · Sanford, NC

IA Registered
Milton Lee WestCRD 4486471 · Sanford, NC

IA Registered

Source & corrections

Where this page comes from

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