Westmount Capital Group LLC
Firm details
- Headquarters
- Summit, New Jersey
- CRD number
- 339303
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Westmount Capital Group LLC is organized as a limited liability company that offers portfolio management services for individuals and small businesses, as well as for pooled investment vehicles. The firm also performs manager selection, acting as a capital allocator rather than solely a transactional intermediary. Compensation arrangements listed include both percentage-of-AUM fees and fixed-fee engagements. FINTRX flags the firm as not active on ESG integration and not operating as a multi-state adviser; it is not identified as a pension consultant or a related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Charles D'angelo
Managing DirectorCRD 5815633
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Summit, NJ
Union
Location
Summit, NJ
Headquartered in Summit, NJ, 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
- Union
- Address
- 4 Warwick Rd
- Time zone
- ET (UTC-5)
- Office locations
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