WESTCO INVESTMENT CORP.

Broker-DealerFINRA MemberEst. 1987
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
LYNBROOK, New York
CRD number
20744
Registered since
October 5, 1987

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JAMES WESTMACOTT

    President, CEOCRD 1252665

Contacts

3 of 6
  • SUSAN FORGASCH

    Investment Adviser RepresentativeCRD 1999807

  • KENNETH HEHIR

    Investment Adviser RepresentativeCRD 1414491

  • KATHRYN DOMACK

    PresidentCRD 5378997

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$44.2M in ETFs

Passive

98%

$43.1M

Active

2%

$1M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$25.8M39,69458.46%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth