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Building 2WESTOVER CAPITAL ADVISORS, LLC

Map pinWILMINGTON, DE
Phone302-427-9600
NotebookSEC #801-64380
Total AUM
$652.9M
Employees
11
Clients
267

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1013 CENTRE RD,
SUITE 405
WILMINGTON
DE 19805
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
302-427-9600

ReceiptFinancials

Total AUM
$652.9M
Accounts
794
Discretionary
$652.9M
Accounts
794
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$33.9M
HNW Individual Clients
125
AUM
$527.8M
Pension/Profit Sharing Plan Clients
12
AUM
$8.5M
Charitable Organization Clients
17
AUM
$82.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING AND ASSETS UNDER ADVISEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLMDNCNJPAVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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