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Building 2WESTMORE ASSET MANAGEMENT

Map pinPEARL RIVER, NY
Phone347-308-7886
NotebookSEC #801-77110
Total AUM
$54.5M
Employees
1
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BLUE HILL PLAZA
LOBBY LEVEL, SUITE 1509
PEARL RIVER
NY 10965
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
347-308-7886
Other Offices
1

ReceiptFinancials

Total AUM
$54.5M
Accounts
61
Discretionary
$30.2M
Accounts
31
Non-Discretionary
$24.3M
Accounts
30

ContactClients

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Individual Clients
4
AUM
$3.4M
HNW Individual Clients
3
AUM
$51.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
BUSINESS STRATEGY CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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