Westco Advisory Services, Inc.

RIASEC Registered

Total AUM

$254M

Discretionary

$253M

99% of AUM

Avg account

$784K

Accounts

324

Employees

Advisory reps

Firm details

Headquarters: Lynbrook, New York
CRD number: 120755
Registered since: July 11, 2008
Website: www.westcofinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.46%
Individuals31.33%
Pension & Profit Sharing Plans1.21%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Westco Advisory Services, Inc. is an independent, individually owned registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm is SEC-registered (initial registration 2008) and acts as a capital allocator, directing client capital into both traditional and third-party managed strategies. Its client base includes individual and family clients as well as institutional relationships. Fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. Westco maintains industry relationships across broker-dealers, accounting firms, and insurance companies and does not identify as an active ESG investor.