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Building 2THE WESTCHESTER GROUP, LLC

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Phone419 290 0167
NotebookSEC #801-113448
Total AUM
$187.9M
Employees
2
Clients
31

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
419 290 0167

ReceiptFinancials

Total AUM
$187.9M
Accounts
23
Discretionary
$50.3M
Accounts
19
Non-Discretionary
$137.6M
Accounts
4

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
13
AUM
$10.3M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$177.6M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
10
AUM
$0

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
MIOH

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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