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Building 2WEST BRANCH CAPITAL LLC

Map pinAMHERST, MA
Phone833-888-0534; 413-256-1225
NotebookSEC #801-78332
Total AUM
$690.1M
Employees
9
Clients
375

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 RESEARCH DRIVE
SUITE 1
AMHERST
MA 01002
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
833-888-0534; 413-256-1225
Other Offices
3

ReceiptFinancials

Total AUM
$690.1M
Accounts
1,255
Discretionary
$679.5M
Accounts
1,252
Non-Discretionary
$10.6M
Accounts
3

ContactClients

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Individual Clients
201
AUM
$83.7M
HNW Individual Clients
171
AUM
$593.5M
Pension/Profit Sharing Plan Clients
1
AUM
$5.1M
Charitable Organization Clients
1
AUM
$4.4M
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILLAMAMENCNENHNJNYOHRITXVAVTWA

HandshakeAffiliates

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

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