WESTCO INVESTMENT CORP.
Firm details
- Headquarters
- LYNBROOK, New York
- CRD number
- 20744
- Registered since
- October 5, 1987
- Website
- www.westcofinancialgroup.com
Firm profile
FINTRXOverview
Westco Investment Corp. is a corporate investment entity that has been SEC-registered since 1987. The firm is owned by an individual and is classified in public records as "Unclassified." Available disclosures are limited: Westco does not identify itself as an active ESG investor, is not listed as a multi-state adviser, and is not reported as a pension consultant, related adviser, or newly formed adviser. Public filings focus on its equity holdings rather than a traditional advisory business model, and the firm has not provided additional detail about client segments, fee schedules, or advisory services.
Assets & Accounts
Public Holdings
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
Owners & executives
1 of 1JAMES WESTMACOTT
President, CEOCRD 1252665
Contacts
3 of 6SUSAN FORGASCH
Investment Adviser RepresentativeCRD 1999807
KENNETH HEHIR
Investment Adviser RepresentativeCRD 1414491
KATHRYN DOMACK
PresidentCRD 5378997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$44.2M in ETFs
98%
$43.1M
2%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $25.8M | 39,694 | 58.46% |
Location
LYNBROOK, NY
NASSAU
Location
LYNBROOK, NY
Headquartered in LYNBROOK, 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
- NASSAU
- Address
- 77 Hempstead Ave
- Time zone
- ET (UTC-5)
- Office locations
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