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 privately owned corporation that has been SEC-registered since 1987. The firm is recorded as owned by an individual and is classified as unclassified in the available data. Public filings show it operates a portfolio of publicly traded securities rather than acting, at least in the disclosed records, as a traditional multi-state advisory firm or pension consultant. The firm is not identified as an active ESG investor. Disclosure about its client base, fee arrangements, and day-to-day advisory activities is minimal in the source data, so its business model appears to be focused on managing a proprietary or institutional equity portfolio rather than broad retail advisory services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Westmacott

    James Westmacott

    President, CEOCRD 1252665

Contacts

3 of 6
  • Susan Forgasch

    Susan Forgasch

    Registered RepresentativeCRD 1999807

  • Kenneth Hehir

    Kenneth Hehir

    Investment Adviser RepresentativeCRD 1414491

  • Kathryn Domack

    PresidentCRD 5378997

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth