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Westco Advisory Services, Inc.

● SEC registered since 2008CRD 120755SEC# 801-69387Lynbrook, NY
Export (members)
Reg. AUM
$251.8M
Employees
8
Accounts
317
Location
Lynbrook, NY

Westco Advisory Services, Inc. assets under management

Westco Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Lynbrook, NY. The firm has been registered since 2008. It reports $251.8 million in regulatory assets under management and employs 8 people.
linkedin.com/westco financial groupView on SEC.gov ↗

Westco Advisory Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Gerard Westmacott ControlPresident, CcoOver 75%1995

Frequently asked questions

How much does Westco Advisory Services, Inc. manage?

Westco Advisory Services, Inc. reports $251.8 million in regulatory assets under management on its Form ADV.

How many employees does Westco Advisory Services, Inc. have?

Westco Advisory Services, Inc. reports 8 employees.

Where is Westco Advisory Services, Inc. located?

Westco Advisory Services, Inc. is based in Lynbrook, NY and has been SEC-registered since 2008.

Does Westco Advisory Services, Inc. disclose fund performance?

Westco Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address77 Hempstead Ave, Lynbrook, NY 11563-1637
Phone516-593-5070
Fax516-593-8152
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$250.3M
Non-discretionary$1.5M
Total (RAUM)$251.8M