Westmount Capital Group LLC

Overview

Westmount Capital Group LLC is organized as a limited liability company that acts as a capital allocator and investment adviser. Its advisory services include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of other advisers or managers. The firm charges clients through a combination of percentage-of-assets-under-management and fixed-fee arrangements. Westmount is not identified as an active ESG investor and does not operate as a multi-state adviser.

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Location & Offices