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 privately held corporate investment entity under individual ownership. Publicly available intelligence on the firm's business model is sparse: FINTRX classifies it as Unclassified and provides no breakdown of client types, fee schedules, or specific advisory offerings. The snapshot flags the firm as not operating as a capital allocator and not pursuing active ESG investing; it is also not identified as a multi-state adviser, pension consultant, or related adviser. The limited disclosure suggests the organization operates with a narrow public profile rather than promoting a broad advisory platform. There are no FINTRX entries describing affiliations, business lines, or a defined client focus in the dataset provided.
Public Holdings
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 6Kathryn Domack
PresidentCRD 5378997

Ana Carter
FinOpCRD 4424794

Kenneth Hehir
Investment Adviser RepresentativeCRD 1414491
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
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