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 an individually owned corporate investment vehicle that reports itself as unclassified in the dataset. It does not identify as a capital allocator, multi-state adviser, pension consultant, or active ESG investor. The firm’s public disclosures provide limited detail on client-facing advisory activities; its visible footprint in public records is primarily through securities holdings.
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
ETF 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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