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Building 2WESTCHESTER CAPITAL MANAGEMENT INC

Map pinOMAHA, NE
Phone402-392-2418
NotebookSEC #801-28498
Total AUM
$556.3M
Employees
7
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
801 NORTH 96TH ST
OMAHA
NE 68114-2538
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
402-392-2418

ReceiptFinancials

Total AUM
$556.3M
Accounts
657
Discretionary
$556.3M
Accounts
657
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
247
AUM
$65M
HNW Individual Clients
198
AUM
$436.8M
Pension/Profit Sharing Plan Clients
9
AUM
$23.9M
Charitable Organization Clients
1
AUM
$267.3K
Corporation or Business Clients
13
AUM
$30.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLIAKSMONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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