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 organized as a corporation and has been SEC-registered since 1987. The firm is owned by an individual and is listed as unclassified in its operational profile. Public filings indicate it does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Specifics about its fee model, client types, or advisory services were not provided in the source material.
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 1
James Westmacott
President, CEOCRD 1252665
Contacts
3 of 6
Susan Forgasch
Registered 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 44Active vs passive
$47.6M in ETFs
98%
$46.5M
2%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $27.7M | 37,092 | 58.20% |
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
Similar firms
Range Investing
Broker-DealerNew York, NY
Manning & Napier Investor Services, Inc.
Broker-DealerFairport, NY
York Securities, Inc.
Broker-DealerNew York, NY
Willis Securities, Inc.
Broker-DealerNew York, NY
TD Private Client Wealth LLC
Broker-DealerNew York, NY
MA Securities LLC
Broker-DealerNew York, NY