Westchester Capital Planning, Inc.
Firm details
- Headquarters
- Kerhonkson, New York
- CRD number
- 45887
- Registered since
- January 5, 1999
Firm profile
FINTRXOverview
Westchester Capital Planning, Inc. is organized as a corporation and has been registered with the SEC since 1999. The firm is owned by an individual and is classified in FINTRX records as "unclassified." Recorded attributes indicate it does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multistate or newly formed adviser. Other business and advisory details were not supplied in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Michael Ross
Investment Advisor RepresentativeCRD 2563736
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kerhonkson, NY
Ulster
Location
Kerhonkson, NY
Headquartered in Kerhonkson, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Ulster
- Address
- 21 Millbrook Ln
- Time zone
- ET (UTC-5)
- Office locations
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