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Owner and Executive Director, Estate Planning and Administration · 5280 Associates

Ann V. Westphal

CRD 6621703 · Named on Form ADV at one SEC-registered adviser

At a glance

5280 Associates, an SEC-registered asset manager based in Denver, CO with $0 in regulatory assets, lists Ann V. Westphal on its Form ADV as Owner and Executive Director, Estate Planning and Administration.

Firms and roles

  • 5280 AssociatesOwner and Executive Director, Estate Planning and AdministrationAsset manager · Denver, CO · $0M in regulatory assets

AtlasMembers

Ann’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ann’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.