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They include 474 individual clients, 365 high-net-worth individuals, and 31 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Westside Investment Management offer?","answer":"Westside Investment Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Westside Investment Management charge?","answer":"Westside Investment Management charges up to 1.50% a year for its Investment Advisory Services. The fee is billed in advance.","source":"ADV PART 2A, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Westside Investment Management use?","answer":"Westside Investment Management’s separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $741M and Charles Schwab & Co., Inc. (Westlake, TX), with $138M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Westside Investment Management have?","answer":"Westside Investment Management has 7 investment adviser representatives registered with state securities authorities, out of 14 employees, and 7 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Westside Investment Management invest in?","answer":"At the end of its last fiscal year, Westside Investment Management’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 3% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Westside Investment Management?","answer":"Westside Investment Management is owned through holding companies by James Frawley and David Clark. Its direct owners are Frawley Capital Management, Inc. (50% to 75%) and DTC Investment Management Inc. (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Westside Investment Management get paid?","answer":"Westside Investment Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Westside Investment Management?","answer":"Westside Investment Management’s main office is at 2444 Wilshire BLVD, Suite 303, Santa Monica, CA 90403. Its phone number is 310-315-9400. 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