Westchester Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 332418
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60%
- HNWI40%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Westchester Wealth Management is an independent registered investment adviser organized as an LLC that principally serves individual and family clients. The firm identifies itself as a capital allocator and combines advisory services with insurance brokerage activity. Its client-facing offerings include financial planning and portfolio management for individuals and small businesses, as well as pension consulting, manager selection services, and educational seminars or workshops. Westchester does not report active ESG investing and is not coded as a multi-state adviser in the supplied data.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Non-Exchange Traded Equities52%
- Exchange Traded Equities45%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Vincent Dagnese
PresidentCRD 6002004
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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