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 an individually owned corporate investment adviser that first registered with the SEC in 1999. Public records classify the firm as "Unclassified" and indicate it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not designated a multistate adviser, and is not listed as a newly formed adviser, pension consultant, or related adviser in the available 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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