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Building 2WESTCO ADVISORY SERVICES, INC.

Map pinLYNBROOK, NY
Phone516-593-5070
NotebookSEC #801-69387
Total AUM
$254M
Employees
6
Clients
324

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 HEMPSTEAD AVE
LYNBROOK
NY 11563-1637
United States
Operating Hours
9:00AM-5:00PM
FRIDAY 9AM-4PM
Phone
516-593-5070

ReceiptFinancials

Total AUM
$254M
Accounts
324
Discretionary
$252.6M
Accounts
321
Non-Discretionary
$1.4M
Accounts
3

ContactClients

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Individual Clients
246
AUM
$79.6M
HNW Individual Clients
77
AUM
$171.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNJNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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